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Disclosery

Williamson Legacy Group, LLC: GS position timeline

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

Williamson Legacy Group, LLC held 1,238 GS 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 1,238 shares
    Change vs previous 13F -19 shares

    0.62% of the 13F portfolio, value $1,252,090.

    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 1,257 shares
    Change vs previous 13F +474 shares

    0.8% of the 13F portfolio, value $1,063,418.

    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 783 shares
    Change vs previous 13F +158 shares

    0.54% of the 13F portfolio, value $688,261.

    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 625 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $497,719.

    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).