WILLNER & HELLER, LLC

Business address
15760 Ventura Blvd, Suite 2026, Encino, CA, 91436
Top securities (13F)
NVDA, AAPL, IWF, MSFT, RDVY, AMZN, AVGO, BRKB, GOOGL, CATY, GS, ABBV, MGK, LRCX, IWP, PLTR, QQQ, JPM, ISRG, and BBSI
State of incorporation
CA
Fiscal year end
31 December
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WILLNER & HELLER, LLC has filed 15 SEC EDGAR filings since 06 Jun 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-22557
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-22557
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-22557
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-22557
13F-HR Open Document Open Filing 16 Jan 2025 31 Dec 2024 028-22557
13F-HR Open Document Open Filing 10 Oct 2024 30 Sep 2024 028-22557
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-22557
13F-HR Open Document Open Filing 19 Jul 2024 30 Jun 2024 028-22557
13F-HR Open Document Open Filing 19 Jul 2024 31 Mar 2024 028-22557
13F-HR Open Document Open Filing 06 Mar 2024 31 Dec 2023 028-22557
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-22557
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-22557
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-22557
13F-HR Open Document Open Filing 05 Jul 2022 31 Mar 2022 028-22557
13F-HR Open Document Open Filing 06 Jun 2022 31 Dec 2021 028-22557