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Disclosery

Wills Financial Group, Inc.: SHW position timeline

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

Wills Financial Group, Inc. held 13,611 SHW 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 13,611 shares
    Change vs previous 13F +241 shares

    2% of the 13F portfolio, value $4,626,887.

    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 13,370 shares
    Change vs previous 13F -14 shares

    2.14% of the 13F portfolio, value $5,102,787.

    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 13,384 shares
    Change vs previous 13F +565 shares

    1.84% of the 13F portfolio, value $3,994,131.

    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 12,819 shares
    Change vs previous 13F -3 shares

    2.1% of the 13F portfolio, value $4,452,512.

    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 12,822 shares
    Change vs previous 13F -129 shares

    2.02% of the 13F portfolio, value $3,999,162.

    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 12,951 shares
    Change vs previous 13F +29 shares

    1.79% of the 13F portfolio, value $3,303,072.

    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 12,922 shares
    Change vs previous 13F +1,074 shares

    1.74% of the 13F portfolio, value $3,431,088.

    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 11,848 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,663,056.

    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).