Skip to content
Disclosery

Wills Financial Group, Inc.: WTRG position timeline

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

Wills Financial Group, Inc. held 156,788 WTRG 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 156,788 shares
    Change vs previous 13F -4,257 shares

    2.46% of the 13F portfolio, value $5,694,557.

    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 161,045 shares
    Change vs previous 13F +1,264 shares

    2.61% of the 13F portfolio, value $6,211,493.

    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 159,781 shares
    Change vs previous 13F +186 shares

    2.75% of the 13F portfolio, value $5,964,641.

    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 159,595 shares
    Change vs previous 13F +680 shares

    2.79% of the 13F portfolio, value $5,913,013.

    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 158,915 shares
    Change vs previous 13F +486 shares

    3% of the 13F portfolio, value $5,935,467.

    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 158,429 shares
    Change vs previous 13F -719 shares

    2.94% of the 13F portfolio, value $5,438,884.

    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 159,148 shares
    Change vs previous 13F +1,465 shares

    3.22% of the 13F portfolio, value $6,351,588.

    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 157,683 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $6,882,866.

    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).