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Disclosery

Williamson Legacy Group, LLC: HIG position timeline

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

Williamson Legacy Group, LLC held 0 HIG shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,544 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,544 shares
    Change vs previous 13F -7,362 shares

    0.37% of the 13F portfolio, value $472,754.

    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).

  3. period ended2025-06-30
    13F 10,906 shares
    Change vs previous 13F +232 shares

    1.17% of the 13F portfolio, value $1,383,675.

    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).

  4. period ended2025-03-31
    13F 10,674 shares
    Change vs previous 13F +4,871 shares

    1.25% of the 13F portfolio, value $1,320,709.

    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).

  5. period ended2024-12-31
    13F 5,803 shares
    Change vs previous 13F +242 shares

    0.42% of the 13F portfolio, value $634,848.

    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).

  6. period ended2024-09-30
    13F 5,561 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $654,029.

    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).