Ownership history in WILLNER & HELLER, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in BARRETT BUSINESS SVCS INC (BBSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 34,883 | +830 | +2.4% | 0.91% | $1.3M | $36.10 |
| 2025 Q3 | REDUCED | 34,053 | -1,470 | -4.1% | 1.16% | $1.5M | $44.09 |
| 2025 Q2 | REDUCED | 35,523 | -1,071 | -2.9% | 1.25% | $1.5M | $41.40 |
| 2025 Q1 | ADDED | 36,594 | +65 | +0.2% | 1.39% | $1.5M | $40.78 |
As of 2025 Q4 — sorted by position size