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Disclosery

Wills Financial Group, Inc.: MSFT position timeline

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

Wills Financial Group, Inc. held 40,678 MSFT 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 40,678 shares
    Change vs previous 13F -3,644 shares

    7.4% of the 13F portfolio, value $17,145,625.

    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 44,322 shares
    Change vs previous 13F +115 shares

    8% of the 13F portfolio, value $19,071,901.

    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 44,207 shares
    Change vs previous 13F -181 shares

    9.1% of the 13F portfolio, value $19,758,167.

    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 44,388 shares
    Change vs previous 13F -113 shares

    8.8% of the 13F portfolio, value $18,675,083.

    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 44,501 shares
    Change vs previous 13F -370 shares

    8.45% of the 13F portfolio, value $16,734,072.

    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 44,871 shares
    Change vs previous 13F +128 shares

    7.67% of the 13F portfolio, value $14,168,010.

    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).

  7. period ended2023-06-30
    13F 44,743 shares
    Change vs previous 13F -98 shares

    7.73% of the 13F portfolio, value $15,236,822.

    13F-HR 0001525109-23-000004 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).

  8. period ended2023-03-31
    13F 44,841 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $12,927,580.

    13F-HR 0001525109-23-000003 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).