Filer · Institutional
Wills Financial GroupLLC
CIK 0002059579TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 5
Q1 202613F-HR
0002059579-26-000002 · filed 2026-05-14
75
positions
Q4 202513F-HR
0002059579-26-000001 · filed 2026-02-11
73
positions
Q3 202513F-HR
0002059579-25-000007 · filed 2025-11-14
67
positions
Q2 202513F-HR
0002059579-25-000004 · filed 2025-08-13
69
positions
Q1 202513F-HR
0002059579-25-000003 · filed 2025-05-09
62
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.