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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

MA holding history

Mastercard Inc 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
896
Value
$460.1K
% of portfolio
0.3%
Quarters held
16
Since Q4 2021
Holdings of MA by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026896$460.1K0.3%+101+12.7%AddedHolders
Q1 2026795$397.0K0.3%+12+1.5%AddedHolders
Q4 2025783$447.3K0.3%−15−1.9%ReducedHolders
Q3 2025798$454.1K0.3%+51+6.8%AddedHolders
Q2 2025747$420.0K0.4%−80−9.7%ReducedHolders
Q1 2025827$453.4K0.4%−35−4.1%ReducedHolders
Q4 2024862$453.6K0.4%+41+5.0%AddedHolders
Q3 2024821$405.2K0.4%+49+6.3%AddedHolders
Q2 2024772$340.4K0.3%+38+5.2%AddedHolders
Q1 2024734$353.2K0.4%−14−1.9%ReducedHolders
Q4 2023748$318.9K0.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022790$274.6K0.4%−24−2.9%ReducedHolders
Q3 2022814$231.0K0.4%−100−10.9%ReducedHolders
Q2 2022914$288.0K0.4%+26+2.9%AddedHolders
Q1 2022888$319.0K0.4%−109−10.9%ReducedHolders
Q4 2021997$347.0K0.5%–No prior filingHolders