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Disclosery

Williamson Legacy Group, LLC: BNY position timeline

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

Williamson Legacy Group, LLC held 12,717 BNY 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 12,717 shares
    Change vs previous 13F +309 shares

    0.91% of the 13F portfolio, value $1,839,032.

    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 12,408 shares
    Change vs previous 13F +1,614 shares

    1.1% of the 13F portfolio, value $1,471,962.

    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 10,794 shares
    Change vs previous 13F +167 shares

    0.98% of the 13F portfolio, value $1,253,055.

    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 10,627 shares
    Change vs previous 13F +3,009 shares

    0.89% of the 13F portfolio, value $1,157,876.

    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 7,618 shares
    Change vs previous 13F +4,191 shares

    0.58% of the 13F portfolio, value $694,112.

    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).

  6. period ended2025-03-31
    13F 3,427 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $287,438.

    13F-HR 0001765380-25-000191 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).