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WILLNER & HELLER, LLC: TMO position timeline

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

WILLNER & HELLER, LLC held 1,372 TMO 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 1,372 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $688,106.

    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 1,371 shares
    Change vs previous 13F +102 shares

    0.5% of the 13F portfolio, value $673,664.

    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 1,269 shares
    Change vs previous 13F -34 shares

    0.53% of the 13F portfolio, value $735,220.

    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 1,303 shares
    Change vs previous 13F +151 shares

    0.49% of the 13F portfolio, value $631,960.

    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 1,152 shares
    Change vs previous 13F +726 shares

    0.39% of the 13F portfolio, value $467,049.

    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 426 shares
    Change vs previous 13F -5 shares

    0.2% of the 13F portfolio, value $211,940.

    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 431 shares
    Change vs previous 13F +55 shares

    0.2% of the 13F portfolio, value $224,191.

    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 376 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $232,441.

    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).