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Disclosery

Wills Financial Group, Inc.: JEPI position timeline

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

Wills Financial Group, Inc. held 6,129 JEPI 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 6,129 shares
    Change vs previous 13F +2,172 shares

    0.15% of the 13F portfolio, value $352,601.

    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 3,957 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $235,481.

    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 3,957 shares
    Change vs previous 13F +200 shares

    0.1% of the 13F portfolio, value $224,283.

    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 3,757 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $217,380.

    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 3,757 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $206,560.

    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).