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Williamson Legacy Group, LLCMomentumConcentrated trader

CIK: 0002011965 | CARMEL, IN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR75$201.4M2026-08-13SEC ↗
Q1 2026
13F-HR81$133.4M2026-05-13SEC ↗
Q4 2025
13F-HR92$127.9M2026-02-09SEC ↗
Q3 2025
13F-HR97$129.4M2025-11-14SEC ↗
Q2 2025
13F-HR104$118.7M2025-08-13SEC ↗
Q1 2025
13F-HR102$105.3M2025-05-08SEC ↗
Q4 2024
13F-HR115$150.0M2025-02-05SEC ↗
Q3 2024
13F-HR105$149.6M2024-11-12SEC ↗
Q2 2024
13F-HR89$134.4M2024-08-14SEC ↗
Q1 2024
13F-HR79$129.1M2024-05-14SEC ↗
Q4 2023
13F-HR81$107.8M2024-02-13SEC ↗