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Disclosery

Wills Financial Group, Inc.: BRK-B position timeline

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

Wills Financial Group, Inc. held 46,842 BRK-B 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 46,842 shares
    Change vs previous 13F -420 shares

    9.17% of the 13F portfolio, value $21,232,557.

    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 47,262 shares
    Change vs previous 13F +399 shares

    9.12% of the 13F portfolio, value $21,752,824.

    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 46,863 shares
    Change vs previous 13F +145 shares

    8.78% of the 13F portfolio, value $19,063,868.

    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 46,718 shares
    Change vs previous 13F -161 shares

    9.25% of the 13F portfolio, value $19,645,853.

    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 46,879 shares
    Change vs previous 13F -243 shares

    8.44% of the 13F portfolio, value $16,719,864.

    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 47,122 shares
    Change vs previous 13F +318 shares

    8.93% of the 13F portfolio, value $16,506,837.

    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 46,804 shares
    Change vs previous 13F -40 shares

    8.1% of the 13F portfolio, value $15,960,164.

    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 46,844 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $14,464,022.

    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).