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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

MORN holding history

Morningstar, 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.

MORN overviewAll 13F holders of MORNFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2022
Holdings of MORN by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−616−100.0%Sold outHolders
Q4 2024616$207.5K0.2%+616NewHolders
Q2 20220$00.0%−605−100.0%Sold outHolders
Q1 2022605$207.0K0.3%+605NewHolders