JSML — JANUS DETROIT STR TR

Ownership history in WILLNER & HELLER, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in JANUS DETROIT STR TR (JSML). 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.

Peak position
0.82% (2025 Q3)
Avg. % of fund
0.64%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,318 +43 +0.3% 0.76% $1.1M $73.56
2025 Q3 ADDED 14,275 +343 +2.5% 0.82% $1.1M $74.65
2025 Q2 ADDED 13,932 +371 +2.7% 0.79% $940K $67.26
2025 Q1 ADDED 13,561 +2,227 +19.6% 0.76% $825K $60.50
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JSML price (monthly, adj. close)

Other funds also holding JSML

As of 2025 Q4 — sorted by position size

Horizon Family Wealth, Inc. 3Y 1.77% Purus Wealth Management, LLC 3Y 1.39% Triangle Securities Wealth Management 3Y 7Y 1.22% Systelligence, LLC 3Y 0.98% GUERRA PAN ADVISORS, LLC 3Y 0.77% Quadcap Wealth Management, LLC 0.44% Dominguez Wealth Management Solutions, Inc. 3Y 0.33% Independent Wealth Network Inc. 3Y 0.31% HF Advisory Group, LLC 3Y 0.29% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.21%
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