WILLNER & HELLER, LLC

Position in BBSI — Barrett Business Services Inc

CIK 1927796 ENCINO, CA

Position in BBSI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,337,896

+$231,887 QoQ

Shares Held

37,666

-0.6% QoQ

Ownership

0.153%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

of 35 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $1,337,896 across 1 Staffing & Employment Services name. BBSI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BBSI	Barrett Business Services Inc This page	37,666	$1,337,896

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,337,896	37,666	-0.6%	Shares	Sole	2026-07-07
2026-03-31	$1,106,009	37,903	+8.7%	Shares	Sole	2026-04-17
2025-12-31	$1,263,113	34,883	+2.4%	Shares	Sole	2026-01-12
2025-09-30	$1,509,228	34,053	-4.1%	Shares	Sole	2025-10-16
2025-06-30	$1,480,953	35,523	-2.9%	Shares	Sole	2025-07-22
2025-03-31	$1,505,843	36,594	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$1,586,819	36,529	-3.1%	Shares	Sole	2025-01-16
2024-09-30	$1,414,539	37,711	-1.6%	Shares	Sole	2024-10-10
2024-06-30	$1,256,172	38,333	+300.7%	Shares	Sole	2024-07-19
2024-03-31	$1,212,203	9,566	-1.2%	Shares	Sole	2024-07-19
2023-12-31	$1,121,059	9,681	-4.7%	Shares	Sole	2024-03-06
2022-12-31	$947,724	10,160	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$813,072	10,424	+0.3%	Shares	Sole	2022-10-24
2022-06-30	$757,046	10,389	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$798,948	10,313	-0.6%	Shares	Sole	2022-07-05
2021-12-31	$716,221	10,371	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.