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Wills Financial Group, Inc.: CME position timeline

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

Wills Financial Group, Inc. held 3,551 CME 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 3,551 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $824,698.

    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 3,550 shares
    Change vs previous 13F +129 shares

    0.33% of the 13F portfolio, value $783,332.

    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 3,421 shares
    Change vs previous 13F +53 shares

    0.31% of the 13F portfolio, value $672,634.

    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 3,368 shares
    Change vs previous 13F +413 shares

    0.34% of the 13F portfolio, value $725,033.

    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 2,955 shares
    Change vs previous 13F -15 shares

    0.31% of the 13F portfolio, value $622,342.

    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 2,970 shares
    Change vs previous 13F +32 shares

    0.32% of the 13F portfolio, value $594,563.

    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 2,938 shares
    Change vs previous 13F -79 shares

    0.28% of the 13F portfolio, value $544,346.

    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 3,017 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $577,849.

    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).