Williamson Legacy Group, LLC: SFM position timeline

Williamson Legacy Group, LLC held 0 SFM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -8,914 shares

   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).

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

2. period ended2025-06-30

   13F 8,914 shares

   Change vs previous 13F +1,209 shares

   1.24% of the 13F portfolio, value $1,467,601.

   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).

3. period ended2025-03-31

   13F 7,705 shares

   Change vs previous 13F +262 shares

   1.12% of the 13F portfolio, value $1,176,091.

   13F-HR 0001765380-25-000191 filed by Williamson Legacy Group, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 7,443 shares

   Change vs previous 13F +653 shares

   0.63% of the 13F portfolio, value $945,782.

   13F-HR 0001765380-25-000046 filed by Williamson Legacy Group, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 6,790 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $749,684.

   13F-HR 0001765380-24-000433 filed by Williamson Legacy Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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