Skip to content
Disclosery

Wills Financial Group LLC: WTRG position timeline

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

Wills Financial Group LLC held 152,307 WTRG 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 152,307 shares
    Change vs previous 13F -590 shares

    2.12% of the 13F portfolio, value $5,834,884.

    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 152,897 shares
    Change vs previous 13F -4,416 shares

    2.18% of the 13F portfolio, value $5,794,794.

    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 157,313 shares
    Change vs previous 13F -2,170 shares

    2.31% of the 13F portfolio, value $6,034,545.

    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 159,483 shares
    Change vs previous 13F -1,925 shares

    2.61% of the 13F portfolio, value $6,363,356.

    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 161,408 shares
    Change vs previous 13F +6,116 shares

    2.6% of the 13F portfolio, value $5,994,682.

    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 155,292 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $6,138,702.

    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).