Skip to content
Disclosery

Wills Financial Group, Inc.: DHR position timeline

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

Wills Financial Group, Inc. held 41,797 DHR 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 41,797 shares
    Change vs previous 13F +578 shares

    4.14% of the 13F portfolio, value $9,594,399.

    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 41,219 shares
    Change vs previous 13F +463 shares

    4.81% of the 13F portfolio, value $11,459,829.

    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 40,756 shares
    Change vs previous 13F -22 shares

    4.69% of the 13F portfolio, value $10,182,788.

    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 40,778 shares
    Change vs previous 13F +252 shares

    4.8% of the 13F portfolio, value $10,183,156.

    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 40,526 shares
    Change vs previous 13F +4,551 shares

    4.73% of the 13F portfolio, value $9,375,303.

    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 35,975 shares
    Change vs previous 13F +445 shares

    4.83% of the 13F portfolio, value $8,925,286.

    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 35,530 shares
    Change vs previous 13F +1,957 shares

    4.33% of the 13F portfolio, value $8,527,112.

    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 33,573 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $8,461,780.

    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).