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Disclosery

Wills Financial Group LLC: D position timeline

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

Wills Financial Group LLC held 73,643 D 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 73,643 shares
    Change vs previous 13F +122 shares

    1.83% of the 13F portfolio, value $5,029,105.

    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 73,521 shares
    Change vs previous 13F -449 shares

    1.74% of the 13F portfolio, value $4,611,268.

    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 73,970 shares
    Change vs previous 13F -348 shares

    1.66% of the 13F portfolio, value $4,333,894.

    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 74,318 shares
    Change vs previous 13F -2,896 shares

    1.86% of the 13F portfolio, value $4,546,053.

    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 77,214 shares
    Change vs previous 13F +727 shares

    1.89% of the 13F portfolio, value $4,364,153.

    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 76,487 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,288,622.

    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).