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Disclosery

Wills Financial Group, Inc.: AUB position timeline

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

Wills Financial Group, Inc. held 0 AUB shares at 2024-06-30 per its 13F-HR filed 2024-08-14.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -6,013 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 6,013 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $212,306.

    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).

  3. period ended2023-12-31
    13F 6,012 shares
    Change vs previous 13F -22,113 shares

    0.11% of the 13F portfolio, value $219,671.

    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).

  4. period ended2023-09-30
    13F 28,125 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $809,435.

    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).

  5. period ended2023-06-30
    13F 28,124 shares
    Change vs previous 13F -140 shares

    0.37% of the 13F portfolio, value $729,819.

    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).

  6. period ended2023-03-31
    13F 28,264 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $990,657.

    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).