Williamson Legacy Group, LLC

SEC CIK: 0002011965
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WTW holding history

Willis Towers Watson PLC 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of WTW by Williamson Legacy Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−6,005−100.0%	Sold out	Holders
Q1 2025	6,005	$2.03M	1.9%	+1,542+34.6%	Added	Holders
Q4 2024	4,463	$1.40M	0.9%	+1,402+45.8%	Added	Holders
Q3 2024	3,061	$901.6K	0.6%	+3,061	New	Holders