WILLNER & HELLER, LLC

Position in GD — General Dynamics Corp

CIK 1927796 ENCINO, CA

Position in GD

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

Position Value

$726,192

+$32,202 QoQ

Shares Held

2,050

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,154

of 2,204 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 $2,049,096 across 5 Aerospace & Defense names. GD ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp This page	2,050	$726,192
2	LMT	Lockheed Martin Corp	1,098	$559,387
3	LHX	L3harris Technologies, Inc. /De/	929	$269,958
4	AXON	Axon Enterprise, Inc.	478	$267,971
5	RTX	RTX Corp	1,189	$225,588

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,192	2,050	+1.4%	Shares	Sole	2026-07-07
2026-03-31	$693,990	2,022	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$677,696	2,013	-4.3%	Shares	Sole	2026-01-12
2025-09-30	$717,464	2,104	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$612,486	2,100	+0.5%	Shares	Sole	2025-07-22
2025-03-31	$569,692	2,090	+3.6%	Shares	Sole	2025-05-05
2024-12-31	$531,459	2,017	+5.5%	Shares	Sole	2025-01-16
2024-09-30	$577,504	1,911	-5.3%	Shares	Sole	2024-10-10
2024-06-30	$585,792	2,019	+4.4%	Shares	Sole	2024-07-19
2024-03-31	$546,053	1,933	+0.4%	Shares	Sole	2024-07-19
2023-12-31	$499,864	1,925	+1.5%	Shares	Sole	2024-03-06
2022-12-31	$470,416	1,896	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$401,001	1,890	-0.2%	Shares	Sole	2022-10-24
2022-06-30	$418,826	1,893	+9.0%	Shares	Sole	2022-07-22
2022-03-31	$418,688	1,736	+0.4%	Shares	Sole	2022-07-05
2021-12-31	$360,444	1,729	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.