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Disclosery

Wills Financial Group, Inc.: SPGI position timeline

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

Wills Financial Group, Inc. held 9,112 SPGI 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 9,112 shares
    Change vs previous 13F +128 shares

    1.96% of the 13F portfolio, value $4,537,966.

    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 8,984 shares
    Change vs previous 13F +187 shares

    1.95% of the 13F portfolio, value $4,641,202.

    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 8,797 shares
    Change vs previous 13F +531 shares

    1.81% of the 13F portfolio, value $3,923,277.

    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 8,266 shares
    Change vs previous 13F +330 shares

    1.66% of the 13F portfolio, value $3,516,857.

    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 7,936 shares
    Change vs previous 13F +355 shares

    1.77% of the 13F portfolio, value $3,496,088.

    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 7,581 shares
    Change vs previous 13F +794 shares

    1.5% of the 13F portfolio, value $2,770,300.

    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 6,787 shares
    Change vs previous 13F +967 shares

    1.38% of the 13F portfolio, value $2,720,758.

    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 5,820 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,006,600.

    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).