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Wills Financial Group LLC: SHW position timeline

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

Wills Financial Group LLC held 14,670 SHW 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 14,670 shares
    Change vs previous 13F -115 shares

    1.84% of the 13F portfolio, value $5,051,034.

    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 14,785 shares
    Change vs previous 13F -246 shares

    1.71% of the 13F portfolio, value $4,529,117.

    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 15,031 shares
    Change vs previous 13F +486 shares

    1.86% of the 13F portfolio, value $4,870,479.

    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 14,545 shares
    Change vs previous 13F -120 shares

    2.07% of the 13F portfolio, value $5,036,225.

    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 14,665 shares
    Change vs previous 13F +24 shares

    2.19% of the 13F portfolio, value $5,035,464.

    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 14,641 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $5,112,658.

    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).