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Disclosery

Wills Financial Group, Inc.: KVUE position timeline

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

Wills Financial Group, Inc. held 280,606 KVUE 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 280,606 shares
    Change vs previous 13F +38,340 shares

    2.59% of the 13F portfolio, value $5,990,938.

    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 242,266 shares
    Change vs previous 13F +4,808 shares

    2.35% of the 13F portfolio, value $5,603,612.

    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 237,458 shares
    Change vs previous 13F +21,096 shares

    1.99% of the 13F portfolio, value $4,316,989.

    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 216,362 shares
    Change vs previous 13F +27,851 shares

    2.19% of the 13F portfolio, value $4,643,127.

    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 188,511 shares
    Change vs previous 13F +79,518 shares

    2.05% of the 13F portfolio, value $4,058,647.

    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 108,993 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,188,579.

    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).