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Disclosery

Wills Financial Group, Inc.: DEO position timeline

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

Wills Financial Group, Inc. held 0 DEO shares at 2023-12-31 per its 13F-HR filed 2024-02-15.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -6,863 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 6,863 shares
    Change vs previous 13F -94 shares

    0.55% of the 13F portfolio, value $1,023,822.

    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).

  3. period ended2023-06-30
    13F 6,957 shares
    Change vs previous 13F +2,839 shares

    0.61% of the 13F portfolio, value $1,206,900.

    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).

  4. period ended2023-03-31
    13F 4,118 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $746,099.

    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).