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Wills Financial Group, Inc.: COP position timeline

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

Wills Financial Group, Inc. held 35,020 COP 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 35,020 shares
    Change vs previous 13F -7,661 shares

    1.5% of the 13F portfolio, value $3,472,964.

    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 42,681 shares
    Change vs previous 13F +43 shares

    1.88% of the 13F portfolio, value $4,493,484.

    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 42,638 shares
    Change vs previous 13F +274 shares

    2.25% of the 13F portfolio, value $4,876,880.

    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 42,364 shares
    Change vs previous 13F +1,998 shares

    2.54% of the 13F portfolio, value $5,392,039.

    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 40,366 shares
    Change vs previous 13F +20,369 shares

    2.37% of the 13F portfolio, value $4,685,230.

    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 19,997 shares
    Change vs previous 13F +404 shares

    1.3% of the 13F portfolio, value $2,395,599.

    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 19,593 shares
    Change vs previous 13F +6,532 shares

    1.03% of the 13F portfolio, value $2,030,007.

    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 13,061 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,295,782.

    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).