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Disclosery

Wills Financial Group, Inc.: PEP position timeline

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

Wills Financial Group, Inc. held 49,654 PEP 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 49,654 shares
    Change vs previous 13F +490 shares

    3.26% of the 13F portfolio, value $7,550,367.

    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 49,164 shares
    Change vs previous 13F +1,014 shares

    3.51% of the 13F portfolio, value $8,360,316.

    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 48,150 shares
    Change vs previous 13F -31 shares

    3.66% of the 13F portfolio, value $7,941,382.

    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 48,181 shares
    Change vs previous 13F -50 shares

    3.97% of the 13F portfolio, value $8,432,186.

    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 48,231 shares
    Change vs previous 13F -300 shares

    4.14% of the 13F portfolio, value $8,191,506.

    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 48,531 shares
    Change vs previous 13F +107 shares

    4.45% of the 13F portfolio, value $8,223,095.

    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 48,424 shares
    Change vs previous 13F +105 shares

    4.55% of the 13F portfolio, value $8,969,092.

    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 48,319 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $8,808,572.

    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).