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Disclosery

Wills Financial Group, Inc.: UNP position timeline

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

Wills Financial Group, Inc. held 25,167 UNP 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 25,167 shares
    Change vs previous 13F +449 shares

    2.48% of the 13F portfolio, value $5,739,078.

    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 24,718 shares
    Change vs previous 13F +112 shares

    2.56% of the 13F portfolio, value $6,092,605.

    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 24,606 shares
    Change vs previous 13F +657 shares

    2.56% of the 13F portfolio, value $5,567,435.

    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 23,949 shares
    Change vs previous 13F +551 shares

    2.77% of the 13F portfolio, value $5,889,811.

    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 23,398 shares
    Change vs previous 13F +80 shares

    2.9% of the 13F portfolio, value $5,746,915.

    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 23,318 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $4,748,331.

    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 23,318 shares
    Change vs previous 13F +207 shares

    2.42% of the 13F portfolio, value $4,771,311.

    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 23,111 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $4,651,354.

    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).