Skip to content
Disclosery

Williamson Legacy Group, LLC: SPOT position timeline

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

Williamson Legacy Group, LLC held 0 SPOT 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 -3,146 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 3,146 shares
    Change vs previous 13F +1 shares

    1.7% of the 13F portfolio, value $2,195,908.

    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 3,145 shares
    Change vs previous 13F +10 shares

    2.03% of the 13F portfolio, value $2,413,284.

    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 3,135 shares
    Change vs previous 13F +75 shares

    1.64% of the 13F portfolio, value $1,724,344.

    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 3,060 shares
    Change vs previous 13F +92 shares

    0.91% of the 13F portfolio, value $1,368,983.

    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 2,968 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,093,797.

    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).