Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
DFS holding history
Discover Financial Services in every 13F filed by Willner & Heller, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DFS overviewAll 13F holders of DFSFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −2,612−100.0% | Sold out | Holders |
| Q4 2023 | 2,612 | $293.6K | 0.3% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 2,593 | $253.7K | 0.4% | −53−2.0% | Reduced | Holders |
| Q3 2022 | 2,646 | $241.0K | 0.4% | +181+7.3% | Added | Holders |
| Q2 2022 | 2,465 | $233.0K | 0.4% | +294+13.5% | Added | Holders |
| Q1 2022 | 2,171 | $251.0K | 0.3% | +6+0.3% | Added | Holders |
| Q4 2021 | 2,165 | $266.0K | 0.4% | – | No prior filing | Holders |