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WILLNER & HELLER, LLC: VBK position timeline

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

WILLNER & HELLER, LLC held 3,769 VBK 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 3,769 shares
    Change vs previous 13F +3 shares

    0.86% of the 13F portfolio, value $1,378,364.

    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 3,766 shares
    Change vs previous 13F -124 shares

    0.85% of the 13F portfolio, value $1,138,137.

    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 3,890 shares
    Change vs previous 13F +5 shares

    0.84% of the 13F portfolio, value $1,175,082.

    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 3,885 shares
    Change vs previous 13F -119 shares

    0.89% of the 13F portfolio, value $1,156,374.

    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 4,004 shares
    Change vs previous 13F -169 shares

    0.93% of the 13F portfolio, value $1,108,750.

    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 4,173 shares
    Change vs previous 13F +7 shares

    0.97% of the 13F portfolio, value $1,050,552.

    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 4,166 shares
    Change vs previous 13F -12 shares

    1.02% of the 13F portfolio, value $1,166,742.

    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 4,178 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,117,121.

    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).