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WILLNER & HELLER, LLC: QQQ position timeline

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

WILLNER & HELLER, LLC held 2,731 QQQ 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 2,731 shares
    Change vs previous 13F -33 shares

    1.26% of the 13F portfolio, value $2,010,894.

    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 2,764 shares
    Change vs previous 13F +129 shares

    1.19% of the 13F portfolio, value $1,595,157.

    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 2,635 shares
    Change vs previous 13F -22 shares

    1.16% of the 13F portfolio, value $1,618,881.

    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 2,657 shares
    Change vs previous 13F -73 shares

    1.23% of the 13F portfolio, value $1,595,160.

    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 2,730 shares
    Change vs previous 13F -102 shares

    1.27% of the 13F portfolio, value $1,506,055.

    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 2,832 shares
    Change vs previous 13F +88 shares

    1.23% of the 13F portfolio, value $1,327,848.

    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 2,744 shares
    Change vs previous 13F -100 shares

    1.23% of the 13F portfolio, value $1,402,669.

    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 2,844 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,387,881.

    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).