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Disclosery

Wills Financial Group LLC: CF position timeline

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

Wills Financial Group LLC held 33,640 CF 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 33,640 shares
    Change vs previous 13F +131 shares

    1.33% of the 13F portfolio, value $3,641,858.

    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 33,509 shares
    Change vs previous 13F -6,950 shares

    1.58% of the 13F portfolio, value $4,205,414.

    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 40,459 shares
    Change vs previous 13F -1,632 shares

    1.2% of the 13F portfolio, value $3,129,096.

    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 42,091 shares
    Change vs previous 13F -518 shares

    1.55% of the 13F portfolio, value $3,775,539.

    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 42,609 shares
    Change vs previous 13F -621 shares

    1.7% of the 13F portfolio, value $3,919,983.

    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 43,230 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,378,423.

    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).