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Disclosery

Wills Financial Group, Inc.: D position timeline

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

Wills Financial Group, Inc. held 82,266 D 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 82,266 shares
    Change vs previous 13F -12,074 shares

    1.91% of the 13F portfolio, value $4,430,828.

    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 94,340 shares
    Change vs previous 13F -2,766 shares

    2.29% of the 13F portfolio, value $5,451,883.

    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 97,106 shares
    Change vs previous 13F -2,505 shares

    2.19% of the 13F portfolio, value $4,758,205.

    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 99,611 shares
    Change vs previous 13F -646 shares

    2.31% of the 13F portfolio, value $4,899,889.

    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 100,257 shares
    Change vs previous 13F -13,576 shares

    2.38% of the 13F portfolio, value $4,712,087.

    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 113,833 shares
    Change vs previous 13F -1,415 shares

    2.75% of the 13F portfolio, value $5,084,907.

    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 115,248 shares
    Change vs previous 13F +4,558 shares

    3.03% of the 13F portfolio, value $5,968,708.

    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 110,690 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $6,188,650.

    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).