Williamson Legacy Group, LLC

SEC CIK: 0002011965
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Williamson Legacy Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 1,932
Value: $207.7K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2024

Holdings of UPS by Williamson Legacy Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,932	$207.7K	0.1%	+1,932	New	Holders
Q2 2025	0	$0	0.0%	−1,932−100.0%	Sold out	Holders
Q1 2025	1,932	$212.5K	0.2%	−16−0.8%	Reduced	Holders
Q4 2024	1,948	$245.6K	0.2%	+16+0.8%	Added	Holders
Q3 2024	1,932	$263.4K	0.2%	+1,932	New	Holders