Skip to content
Disclosery

WILLNER & HELLER, LLC: YUM position timeline

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

WILLNER & HELLER, LLC held 2,159 YUM 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 2,159 shares
    Change vs previous 13F +10 shares

    0.22% of the 13F portfolio, value $345,176.

    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 2,149 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $334,089.

    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 2,139 shares
    Change vs previous 13F +10 shares

    0.23% of the 13F portfolio, value $323,524.

    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 2,129 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $323,536.

    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 2,129 shares
    Change vs previous 13F -238 shares

    0.27% of the 13F portfolio, value $315,406.

    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 2,367 shares
    Change vs previous 13F -108 shares

    0.34% of the 13F portfolio, value $372,487.

    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 2,475 shares
    Change vs previous 13F -269 shares

    0.29% of the 13F portfolio, value $332,039.

    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 2,744 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $383,402.

    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).