Williamson Legacy Group, LLC: GEV position timeline

Williamson Legacy Group, LLC held 3,895 GEV 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 3,895 shares

   Change vs previous 13F +19 shares

   2.27% of the 13F portfolio, value $4,576,096.

   13F-HR 0001765380-26-000380 filed by Williamson Legacy Group, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,876 shares

   Change vs previous 13F +193 shares

   2.54% of the 13F portfolio, value $3,383,368.

   13F-HR 0001765380-26-000210 filed by Williamson Legacy Group, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,683 shares

   Change vs previous 13F +596 shares

   1.88% of the 13F portfolio, value $2,407,100.

   13F-HR 0001765380-26-000083 filed by Williamson Legacy Group, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,087 shares

   Change vs previous 13F +2,050 shares

   1.47% of the 13F portfolio, value $1,898,197.

   13F-HR 0001765380-25-000498 filed by Williamson Legacy Group, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,037 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $548,729.

   13F-HR 0001765380-25-000368 filed by Williamson Legacy Group, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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