Wills Financial Group LLCCoreConcentrated trader

CIK: 0002059579 | RICHMOND, VA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	82	$274.8M	2026-08-14	SEC ↗
Q1 2026	13F-HR	75	$265.3M	2026-05-14	SEC ↗
Q4 2025	13F-HR	73	$261.7M	2026-02-11	SEC ↗
Q3 2025	13F-HR	67	$243.8M	2025-11-14	SEC ↗
Q2 2025	13F-HR	69	$230.4M	2025-08-13	SEC ↗
Q1 2025	13F-HR	62	$225.5M	2025-05-09	SEC ↗