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Disclosery

Wills Financial Group LLC: BRK-B position timeline

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

Wills Financial Group LLC held 42,803 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,803 shares
    Change vs previous 13F -1,269 shares

    7.8% of the 13F portfolio, value $21,418,193.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,072 shares
    Change vs previous 13F -900 shares

    8.06% of the 13F portfolio, value $21,397,837.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,972 shares
    Change vs previous 13F -405 shares

    8.64% of the 13F portfolio, value $22,605,176.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,377 shares
    Change vs previous 13F -605 shares

    9.36% of the 13F portfolio, value $22,812,833.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,982 shares
    Change vs previous 13F -119 shares

    9.69% of the 13F portfolio, value $22,336,676.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,101 shares
    Change vs previous 13F not available

    10.89% of the 13F portfolio, value $24,552,488.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).