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Disclosery

Williamson Legacy Group, LLC: FTI position timeline

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

Williamson Legacy Group, LLC held 44,783 FTI 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 44,783 shares
    Change vs previous 13F +8,059 shares

    1.47% of the 13F portfolio, value $2,969,130.

    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 36,724 shares
    Change vs previous 13F +18,215 shares

    1.9% of the 13F portfolio, value $2,538,738.

    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 18,509 shares
    Change vs previous 13F -26,953 shares

    0.64% of the 13F portfolio, value $824,766.

    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 45,462 shares
    Change vs previous 13F -1,316 shares

    1.39% of the 13F portfolio, value $1,793,473.

    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 46,778 shares
    Change vs previous 13F +657 shares

    1.36% of the 13F portfolio, value $1,611,027.

    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 46,121 shares
    Change vs previous 13F +486 shares

    1.39% of the 13F portfolio, value $1,461,559.

    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 45,635 shares
    Change vs previous 13F -8,203 shares

    0.88% of the 13F portfolio, value $1,320,663.

    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).

  8. period ended2024-09-30
    13F 53,838 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,412,184.

    13F-HR 0001765380-24-000433 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).