Williamson Legacy Group, LLC: UPS position timeline

Williamson Legacy Group, LLC held 1,932 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,932 shares

   Change vs previous 13F +1,932 shares

   0.1% of the 13F portfolio, value $207,690.

   13F-HR 0001765380-26-000380 filed by Williamson Legacy Group, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,932 shares

   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).

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

3. period ended2025-03-31

   13F 1,932 shares

   Change vs previous 13F -16 shares

   0.2% of the 13F portfolio, value $212,501.

   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 1,948 shares

   Change vs previous 13F +16 shares

   0.16% of the 13F portfolio, value $245,643.

   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 1,932 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $263,409.

   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).