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Wills Financial Group, Inc.: PM position timeline

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

Wills Financial Group, Inc. held 3,663 PM 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 3,663 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $440,842.

    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 3,463 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $420,408.

    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 3,463 shares
    Change vs previous 13F +50 shares

    0.16% of the 13F portfolio, value $350,906.

    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 3,413 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $312,699.

    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 3,413 shares
    Change vs previous 13F -882 shares

    0.16% of the 13F portfolio, value $321,095.

    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 4,295 shares
    Change vs previous 13F -35 shares

    0.22% of the 13F portfolio, value $397,631.

    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 4,330 shares
    Change vs previous 13F -175 shares

    0.21% of the 13F portfolio, value $422,695.

    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 4,505 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $438,111.

    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).