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Disclosery

Williamson Legacy Group, LLC: NEE position timeline

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

Williamson Legacy Group, LLC held 0 NEE shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,831 shares

    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).

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

  2. period ended2025-03-31
    13F 8,831 shares
    Change vs previous 13F +5,906 shares

    0.59% of the 13F portfolio, value $626,051.

    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).

  3. period ended2024-12-31
    13F 2,925 shares
    Change vs previous 13F -71 shares

    0.14% of the 13F portfolio, value $209,703.

    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).

  4. period ended2024-09-30
    13F 2,996 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $253,252.

    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).