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Disclosery

Wills Financial Group, Inc.: FERG position timeline

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

Wills Financial Group, Inc. held 25,909 FERG 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 25,909 shares
    Change vs previous 13F +5,156 shares

    1.94% of the 13F portfolio, value $4,497,032.

    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 20,753 shares
    Change vs previous 13F +666 shares

    1.73% of the 13F portfolio, value $4,120,920.

    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 20,087 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,889,848.

    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).