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Disclosery

Williamson Legacy Group, LLC: DTM position timeline

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

Williamson Legacy Group, LLC held 12,519 DTM 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 12,519 shares
    Change vs previous 13F +5,498 shares

    0.91% of the 13F portfolio, value $1,836,990.

    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 7,021 shares
    Change vs previous 13F +407 shares

    0.71% of the 13F portfolio, value $945,460.

    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 6,614 shares
    Change vs previous 13F -533 shares

    0.62% of the 13F portfolio, value $791,619.

    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 7,147 shares
    Change vs previous 13F -10,995 shares

    0.62% of the 13F portfolio, value $808,079.

    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 18,142 shares
    Change vs previous 13F +1,274 shares

    1.68% of the 13F portfolio, value $1,993,948.

    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 16,868 shares
    Change vs previous 13F +12,684 shares

    1.55% of the 13F portfolio, value $1,627,443.

    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).

  7. period ended2024-12-31
    13F 4,184 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $416,015.

    13F-HR 0001765380-25-000046 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).