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WILLNER & HELLER, LLC: QWLD position timeline

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

WILLNER & HELLER, LLC held 3,026 QWLD 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 3,026 shares
    Change vs previous 13F +25 shares

    0.29% of the 13F portfolio, value $459,698.

    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 3,001 shares
    Change vs previous 13F -108 shares

    0.32% of the 13F portfolio, value $429,593.

    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 3,109 shares
    Change vs previous 13F -62 shares

    0.32% of the 13F portfolio, value $445,305.

    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 3,171 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $445,359.

    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 3,171 shares
    Change vs previous 13F +121 shares

    0.36% of the 13F portfolio, value $427,746.

    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 3,050 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $389,466.

    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).