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Disclosery

Williamson Legacy Group, LLC: VTI position timeline

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

Williamson Legacy Group, LLC held 667 VTI 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 667 shares
    Change vs previous 13F -55 shares

    0.12% of the 13F portfolio, value $246,817.

    13F-HR 0001765380-26-000380 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).

  2. period ended2026-03-31
    13F 722 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $231,625.

    13F-HR 0001765380-26-000210 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 ended2025-12-31
    13F 722 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $242,065.

    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).

  4. period ended2025-09-30
    13F 752 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $246,784.

    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).

  5. period ended2025-06-30
    13F 752 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $228,555.

    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).

  6. period ended2025-03-31
    13F 752 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $206,680.

    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).

  7. period ended2024-12-31
    13F 752 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $217,937.

    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).

  8. period ended2024-09-30
    13F 752 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $212,936.

    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).