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Disclosery

Wills Financial Group, Inc.: IVV position timeline

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

Wills Financial Group, Inc. held 625 IVV 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 625 shares
    Change vs previous 13F +20 shares

    0.16% of the 13F portfolio, value $367,925.

    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 605 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $348,976.

    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 605 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $331,074.

    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 605 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $318,067.

    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 605 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $288,966.

    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).