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Disclosery

Wills Financial Group, Inc.: SCHD position timeline

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

Wills Financial Group, Inc. held 58,916 SCHD 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 58,916 shares
    Change vs previous 13F +39,692 shares

    0.69% of the 13F portfolio, value $1,609,584.

    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 19,224 shares
    Change vs previous 13F -81 shares

    0.68% of the 13F portfolio, value $1,625,010.

    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 19,305 shares
    Change vs previous 13F -39 shares

    0.69% of the 13F portfolio, value $1,501,191.

    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 19,344 shares
    Change vs previous 13F +86 shares

    0.73% of the 13F portfolio, value $1,559,742.

    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 19,258 shares
    Change vs previous 13F -72 shares

    0.74% of the 13F portfolio, value $1,466,103.

    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 19,330 shares
    Change vs previous 13F +76 shares

    0.74% of the 13F portfolio, value $1,367,811.

    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 19,254 shares
    Change vs previous 13F +25 shares

    0.71% of the 13F portfolio, value $1,398,233.

    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 19,229 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,406,789.

    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).