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Wills Financial Group, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wills Financial Group, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Wills Financial Group, Inc. held 69,516 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 69,516 shares
    Change vs previous 13F -1,039 shares

    7.52% of the 13F portfolio, value $17,408,116.

    13F-HR 0001525109-25-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 70,555 shares
    Change vs previous 13F +29 shares

    6.9% of the 13F portfolio, value $16,439,271.

    13F-HR 0001525109-24-000006 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 70,526 shares
    Change vs previous 13F -8,384 shares

    6.84% of the 13F portfolio, value $14,854,117.

    13F-HR 0001525109-24-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 78,910 shares
    Change vs previous 13F +134 shares

    6.37% of the 13F portfolio, value $13,531,545.

    13F-HR 0001525109-24-000002 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 78,776 shares
    Change vs previous 13F -2,342 shares

    7.66% of the 13F portfolio, value $15,166,697.

    13F-HR 0001525109-24-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 81,118 shares
    Change vs previous 13F -1,026 shares

    7.51% of the 13F portfolio, value $13,888,135.

    13F-HR 0001525109-23-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 82,144 shares
    Change vs previous 13F -441 shares

    8.08% of the 13F portfolio, value $15,933,556.

    13F-HR 0001525109-23-000004 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 82,585 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $13,618,225.

    13F-HR 0001525109-23-000003 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).