Williamson Legacy Group, LLC: WPM position timeline

Williamson Legacy Group, LLC held 0 WPM 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 0 shares

   Change vs previous 13F -5,256 shares

   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).

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

2. period ended2026-03-31

   13F 5,256 shares

   Change vs previous 13F -20 shares

   0.52% of the 13F portfolio, value $688,592.

   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 ended2025-12-31

   13F 5,276 shares

   Change vs previous 13F -8,731 shares

   0.48% of the 13F portfolio, value $620,039.

   13F-HR 0001765380-26-000083 filed by Williamson Legacy Group, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,007 shares

   Change vs previous 13F +771 shares

   1.21% of the 13F portfolio, value $1,566,557.

   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).

5. period ended2025-06-30

   13F 13,236 shares

   Change vs previous 13F not available

   1% of the 13F portfolio, value $1,188,600.

   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).