Williamson Legacy Group, LLC: RL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williamson Legacy Group, LLC on RL, newest first. How the timeline and the estimate are built.
Williamson Legacy Group, LLC held 2,708 RL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,708 sharesChange vs previous 13F -1,021 shares
0.54% of the 13F portfolio, value $1,087,040.
13F-HR 0001765380-26-000380 filed by Williamson Legacy Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,729 sharesChange vs previous 13F -371 shares
0.96% of the 13F portfolio, value $1,282,754.
13F-HR 0001765380-26-000210 filed by Williamson Legacy Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,100 sharesChange vs previous 13F +637 shares
1.13% of the 13F portfolio, value $1,449,809.
13F-HR 0001765380-26-000083 filed by Williamson Legacy Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,463 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $1,085,858.
13F-HR 0001765380-25-000498 filed by Williamson Legacy Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).