WILLNER & HELLER, LLC: UNH position timeline

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

WILLNER & HELLER, LLC held 0 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -1,984 shares
13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 1,984 shares
Change vs previous 13F -58 shares
0.47% of the 13F portfolio, value $654,970.
13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, LLC
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,042 shares
Change vs previous 13F -255 shares
0.54% of the 13F portfolio, value $705,050.
13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, LLC
Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,297 shares
Change vs previous 13F -1,313 shares
0.6% of the 13F portfolio, value $716,566.
13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, LLC
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,610 shares
Change vs previous 13F -110 shares
1.75% of the 13F portfolio, value $1,890,810.
13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,720 shares
Change vs previous 13F +10 shares
1.65% of the 13F portfolio, value $1,881,700.
13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, LLC
Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,710 shares
Change vs previous 13F not available
1.93% of the 13F portfolio, value $2,169,294.
13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).