WILLNER & HELLER, LLC SEC EDGAR Filings (CIK 0001927796)

SEC EDGAR filings, ownership reports, and insider transactions for WILLNER & HELLER, LLC.

Business address
15760 Ventura Blvd, Suite 2026, Encino, CA, 91436
Top securities (13F)
NVDA, AAPL, IWF, RDVY, MSFT, GOOGL, AMZN, FTSM, BRKB, AVGO, AMD, GS, CATY, LRCX, ISRG, MGK, PLTR, QQQ, IWP, and JPM
State of incorporation
CA
Fiscal year end
31 December
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WILLNER & HELLER, LLC has filed 16 SEC EDGAR filings since 06 Jun 2022

Latest Filings

Recent SEC filings for WILLNER & HELLER, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2026 31 Dec 2025 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2025 30 Sep 2025 028-22557
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2025 30 Jun 2025 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2025 30 Jun 2025 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2025 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2025 31 Dec 2024 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2024 30 Sep 2024 028-22557
N-PX Open N-PX document View SEC filing for N-PX 13 Aug 2024 30 Jun 2024 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2024 30 Jun 2024 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2024 31 Mar 2024 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Mar 2024 31 Dec 2023 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2022 30 Sep 2022 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2022 30 Jun 2022 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jul 2022 31 Mar 2022 028-22557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jun 2022 31 Dec 2021 028-22557

About this filer

WILLNER & HELLER, LLC files with the SEC under CIK 0001927796. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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