Williamson Legacy Group, LLC: VRT position timeline

Williamson Legacy Group, LLC held 11,176 VRT 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 11,176 shares

   Change vs previous 13F +5,667 shares

   1.86% of the 13F portfolio, value $3,741,951.

   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 ended2026-03-31

   13F 5,509 shares

   Change vs previous 13F +5,509 shares

   1.03% of the 13F portfolio, value $1,380,445.

   13F-HR 0001765380-26-000210 filed by Williamson Legacy Group, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -10,175 shares

   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).

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

4. period ended2024-12-31

   13F 10,175 shares

   Change vs previous 13F -6,771 shares

   0.77% of the 13F portfolio, value $1,155,983.

   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 16,946 shares

   Change vs previous 13F not available

   1.13% of the 13F portfolio, value $1,685,959.

   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).