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Williamson Legacy Group, LLC: BAP position timeline

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

Williamson Legacy Group, LLC held 4,528 BAP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,528 shares
    Change vs previous 13F +731 shares

    0.88% of the 13F portfolio, value $1,764,141.

    13F-HR 0001765380-26-000380 filed by Williamson Legacy 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 3,797 shares
    Change vs previous 13F +2,793 shares

    0.97% of the 13F portfolio, value $1,287,866.

    13F-HR 0001765380-26-000210 filed by Williamson Legacy 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 1,004 shares
    Change vs previous 13F -3,639 shares

    0.23% of the 13F portfolio, value $288,148.

    13F-HR 0001765380-26-000083 filed by Williamson Legacy 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 4,643 shares
    Change vs previous 13F +1,275 shares

    0.96% of the 13F portfolio, value $1,236,352.

    13F-HR 0001765380-25-000498 filed by Williamson Legacy 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 3,368 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $752,827.

    13F-HR 0001765380-25-000368 filed by Williamson Legacy Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).