Wills Financial Group LLC SEC EDGAR Filings (CIK 0002059579)

SEC EDGAR filings, ownership reports, and insider transactions for Wills Financial Group LLC.

Business address
704 Libbie Ave, Richmond, VA, 23226
Top securities (13F)
BRKB, MSFT, AAPL, LMT, GOOGL, IAU, PANW, AMZN, JPST, PG, DHR, PEP, AVGO, WTRG, CVX, UNP, JPM, SHW, KVUE, and D
State of incorporation
VA
Fiscal year end
31 December
Wills Financial Group LLC has filed 4 SEC EDGAR filings since 09 May 2025

Latest Filings

Recent SEC filings for Wills Financial Group LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-25553
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2025 30 Jun 2025 028-25553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-25553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2025 31 Mar 2025 028-25553

About this filer

Wills Financial Group LLC files with the SEC under CIK 0002059579. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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