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Disclosery

Wills Financial Group, Inc.: AVGO position timeline

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

Wills Financial Group, Inc. held 19,564 AVGO 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 19,564 shares
    Change vs previous 13F -738 shares

    1.96% of the 13F portfolio, value $4,535,617.

    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 20,302 shares
    Change vs previous 13F +18,255 shares

    1.47% of the 13F portfolio, value $3,502,141.

    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 2,047 shares
    Change vs previous 13F -8 shares

    1.51% of the 13F portfolio, value $3,285,951.

    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 2,055 shares
    Change vs previous 13F -434 shares

    1.28% of the 13F portfolio, value $2,724,067.

    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 2,489 shares
    Change vs previous 13F -80 shares

    1.4% of the 13F portfolio, value $2,778,346.

    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 2,569 shares
    Change vs previous 13F -66 shares

    1.15% of the 13F portfolio, value $2,133,760.

    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 2,635 shares
    Change vs previous 13F -20 shares

    1.16% of the 13F portfolio, value $2,285,989.

    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 2,655 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,703,289.

    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).