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WILLNER & HELLER, LLC: PWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILLNER & HELLER, LLC on PWV, newest first. How the timeline and the estimate are built.

WILLNER & HELLER, LLC held 22,289 PWV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,289 shares
    Change vs previous 13F +120 shares

    1.06% of the 13F portfolio, value $1,688,825.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,169 shares
    Change vs previous 13F -192 shares

    1.15% of the 13F portfolio, value $1,545,430.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,361 shares
    Change vs previous 13F -221 shares

    1.07% of the 13F portfolio, value $1,487,433.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,582 shares
    Change vs previous 13F +100 shares

    1.13% of the 13F portfolio, value $1,472,595.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,482 shares
    Change vs previous 13F -1,490 shares

    1.18% of the 13F portfolio, value $1,397,043.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,972 shares
    Change vs previous 13F -1,051 shares

    1.32% of the 13F portfolio, value $1,426,577.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,023 shares
    Change vs previous 13F +112 shares

    1.25% of the 13F portfolio, value $1,423,212.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,911 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,452,811.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).