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Disclosery

Wills Financial Group, Inc.: PANW position timeline

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

Wills Financial Group, Inc. held 49,878 PANW 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 49,878 shares
    Change vs previous 13F +21,719 shares

    3.92% of the 13F portfolio, value $9,075,816.

    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 28,159 shares
    Change vs previous 13F -2,362 shares

    4.04% of the 13F portfolio, value $9,624,761.

    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 30,521 shares
    Change vs previous 13F +31 shares

    4.77% of the 13F portfolio, value $10,346,924.

    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 30,490 shares
    Change vs previous 13F +141 shares

    4.08% of the 13F portfolio, value $8,663,124.

    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 30,349 shares
    Change vs previous 13F -297 shares

    4.52% of the 13F portfolio, value $8,949,313.

    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 30,646 shares
    Change vs previous 13F +93 shares

    3.89% of the 13F portfolio, value $7,184,648.

    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 30,553 shares
    Change vs previous 13F -100 shares

    3.96% of the 13F portfolio, value $7,806,597.

    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 30,653 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $6,122,630.

    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).