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Disclosery

Wills Financial Group, Inc.: GEHC position timeline

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

Wills Financial Group, Inc. held 61,439 GEHC 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 61,439 shares
    Change vs previous 13F +2,700 shares

    2.07% of the 13F portfolio, value $4,803,315.

    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 58,739 shares
    Change vs previous 13F -41 shares

    2.31% of the 13F portfolio, value $5,512,677.

    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 58,780 shares
    Change vs previous 13F +1,738 shares

    2.11% of the 13F portfolio, value $4,580,171.

    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 57,042 shares
    Change vs previous 13F +710 shares

    2.44% of the 13F portfolio, value $5,185,651.

    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 56,332 shares
    Change vs previous 13F +19,555 shares

    2.2% of the 13F portfolio, value $4,355,620.

    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 36,777 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,502,307.

    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).