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Disclosery

Wills Financial Group, Inc.: PFE position timeline

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

Wills Financial Group, Inc. held 10,501 PFE 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 10,501 shares
    Change vs previous 13F -2,832 shares

    0.12% of the 13F portfolio, value $278,597.

    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 13,333 shares
    Change vs previous 13F +143 shares

    0.16% of the 13F portfolio, value $385,854.

    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 13,190 shares
    Change vs previous 13F -740 shares

    0.17% of the 13F portfolio, value $369,067.

    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 13,930 shares
    Change vs previous 13F -345 shares

    0.18% of the 13F portfolio, value $386,571.

    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 14,275 shares
    Change vs previous 13F -42,247 shares

    0.21% of the 13F portfolio, value $410,972.

    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 56,522 shares
    Change vs previous 13F -1,916 shares

    1.01% of the 13F portfolio, value $1,874,841.

    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 58,438 shares
    Change vs previous 13F +688 shares

    1.09% of the 13F portfolio, value $2,143,502.

    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 57,750 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,356,195.

    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).