WILLNER & HELLER, LLC V — VISA INC

Ownership history in WILLNER & HELLER, LLC  ·  13 quarters on record

AI Ownership Summary

WILLNER & HELLER, LLC reported VISA INC (V) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.23% in 2025 Q1. The latest visible filing shows V at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WILLNER & HELLER, LLC's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page WILLNER & HELLER, LLC fund profile WILLNER & HELLER, LLC full holdings
How WILLNER & HELLER, LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,891 +88 +2.3% 0.88% $1.2M 2026-04-17 $317.02
2025 Q4 ADDED — — — 3,803 +33 +0.9% 0.96% $1.3M 2026-01-12 $342.49
2025 Q3 ADDED — — — 3,770 +31 +0.8% 0.99% $1.3M 2025-10-16 $334.05
2025 Q2 REDUCED — — — 3,739 -45 -1.2% 1.12% $1.3M 2025-07-22 $349.83
2025 Q1 REDUCED — — — 3,784 -95 -2.4% 1.23% $1.3M 2025-05-05 $346.05
2024 Q4 ADDED — — — 3,879 +6 +0.2% 1.07% $1.2M 2025-01-16 $314.36
2024 Q3 ADDED — — — 3,873 +168 +4.5% 0.95% $1.1M 2024-10-10 $274.42
2024 Q2 REDUCED — — — 3,705 -14 -0.4% 1.03% $1.0M 2024-07-19 $262.02
2023 Q4 REDUCED 6.1% +7.1% ❌ 3,719 -243 -6.1% 1.08% $968K 2024-03-06 $276.29
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96%

FAQ About WILLNER & HELLER, LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has WILLNER & HELLER, LLC reported owning V?

WILLNER & HELLER, LLC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in WILLNER & HELLER, LLC's portfolio?

The largest reported portfolio weight for V was 1.23% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when WILLNER & HELLER, LLC reported 3,891 shares, equal to 0.88% of portfolio, with an estimated market value of $1.2M.

What does the chart on this V ownership page compare?

The chart compares WILLNER & HELLER, LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WILLNER & HELLER, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, WILLNER & HELLER, LLC correctly timed 6 out of 12 reported position changes (50%).

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