Williamson Legacy Group, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 133,384
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 81 | 133,384 | 13F-HR | Williamson Legacy Group, LLC |
| 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 | 132.4 K | 99.3% | 5.499 K | 0 | 5.499 K |
| ETFs | 989 | 0.7% | 0 | 62 | -62 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
133,384
Holdings
81
QoQ value change ($000)
5,440
(4.3%)
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.