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Disclosery

WILLNER & HELLER, LLC: VRT position timeline

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

WILLNER & HELLER, LLC held 2,595 VRT 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 2,595 shares
    Change vs previous 13F -218 shares

    0.54% of the 13F portfolio, value $868,910.

    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 2,813 shares
    Change vs previous 13F -576 shares

    0.53% of the 13F portfolio, value $704,822.

    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 3,389 shares
    Change vs previous 13F +1,311 shares

    0.39% of the 13F portfolio, value $549,073.

    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 2,078 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $313,503.

    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).