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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

DIS holding history

Walt Disney Co 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of DIS by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,821−100.0%Sold outHolders
Q4 20241,821$202.8K0.2%−472−20.6%ReducedHolders
Q3 20242,293$220.6K0.2%−3,000−56.7%ReducedHolders
Q2 20245,293$525.5K0.5%−460−8.0%ReducedHolders
Q1 20245,753$703.9K0.7%−748−11.5%ReducedHolders
Q4 20236,501$587.0K0.7%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20228,425$731.9K1.0%+169+2.0%AddedHolders
Q3 20228,256$779.0K1.3%−59−0.7%ReducedHolders
Q2 20228,315$785.0K1.2%+2,050+32.7%AddedHolders
Q1 20226,265$970.0K1.2%−350−5.3%ReducedHolders
Q4 20216,615$1.12M1.5%–No prior filingHolders