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Disclosery

Williamson Legacy Group, LLC: BE position timeline

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

Williamson Legacy Group, LLC held 20,532 BE 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 20,532 shares
    Change vs previous 13F +1,617 shares

    3.09% of the 13F portfolio, value $6,215,036.

    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 18,915 shares
    Change vs previous 13F +3,036 shares

    1.92% of the 13F portfolio, value $2,562,793.

    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 15,879 shares
    Change vs previous 13F -21,467 shares

    1.08% of the 13F portfolio, value $1,379,726.

    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 37,346 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,158,351.

    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).