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Disclosery

Wills Financial Group, Inc.: DUK position timeline

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

Wills Financial Group, Inc. held 6,870 DUK 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 6,870 shares
    Change vs previous 13F -38 shares

    0.32% of the 13F portfolio, value $740,206.

    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 6,908 shares
    Change vs previous 13F +303 shares

    0.33% of the 13F portfolio, value $796,480.

    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 6,605 shares
    Change vs previous 13F +327 shares

    0.3% of the 13F portfolio, value $661,999.

    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 6,278 shares
    Change vs previous 13F -37 shares

    0.29% of the 13F portfolio, value $607,173.

    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 6,315 shares
    Change vs previous 13F -441 shares

    0.31% of the 13F portfolio, value $612,768.

    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 6,756 shares
    Change vs previous 13F -796 shares

    0.32% of the 13F portfolio, value $596,286.

    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 7,552 shares
    Change vs previous 13F +527 shares

    0.34% of the 13F portfolio, value $677,752.

    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 7,025 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $677,678.

    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).