SYNA SYNAPTICS INC

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

AI Ownership Summary

WILLNER & HELLER, LLC reported SYNAPTICS INC (SYNA) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2023 Q4. The latest visible filing shows SYNA at 0.22% 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 SYNA 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 SYNAPTICS 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

SYNA was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2023 Q4

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.

How WILLNER & HELLER, LLC held SYNA — position size vs. price
% of Fund (quarterly)    SYNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,190 0% 0.22% $293K 2026-04-17 $80.22
2025 Q4 REDUCED 4,190 -130 -3.0% 0.22% $310K 2026-01-12 $84.50
2025 Q3 REDUCED 4,320 -425 -9.0% 0.23% $295K 2025-10-16 $69.90
2025 Q2 REDUCED 4,745 -105 -2.2% 0.26% $308K 2025-07-22 $67.28
2025 Q1 ADDED 4,850 +705 +17.0% 0.29% $309K 2025-05-05 $58.06
2024 Q4 REDUCED 4,145 -125 -2.9% 0.28% $316K 2025-01-16 $80.89
2024 Q3 REDUCED 4,270 -1,846 -30.2% 0.30% $331K 2024-10-10 $72.20
2024 Q2 REDUCED 6,116 -955 -13.5% 0.59% $597K 2024-07-19 $88.47
2023 Q4 ADDED 7,071 +3,035 +75.2% 0.90% $807K 2024-03-06 $103.43
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WILLNER & HELLER, LLC and SYNA

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 SYNA?

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

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

The largest reported portfolio weight for SYNA was 0.90% in 2023 Q4.

What is the latest reported SYNA position on this page?

The most recent filing on this page is 2026 Q1, when WILLNER & HELLER, LLC reported 4,190 shares, equal to 0.22% of portfolio, with an estimated market value of $293K.

What does the chart on this SYNA ownership page compare?

The chart compares WILLNER & HELLER, LLC's quarterly SYNA 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.

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