Williamson Legacy Group, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 127,944
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 92 | 127,944 | 13F-HR | Williamson Legacy Group, LLC |
| Q3 2025 | 11/14/2025 | 97 | 129,434 | 13F-HR | Williamson Legacy Group, LLC |
| Q2 2025 | 8/13/2025 | 104 | 118,671 | 13F-HR | Williamson Legacy Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126.9 K | 99.2% | 0 | 1.522 K | -1.522 K |
| ETFs | 1.051 K | 0.8% | 39 | 0 | 39 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
127,944
Holdings
92
QoQ value change ($000)
-1,490
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.