Williamson Legacy Group, LLC VRT — ALPHABET INC VOTING CAP STK CL A

Ownership history in Williamson Legacy Group, LLC  ·  6 quarters on record

AI Ownership Summary

Williamson Legacy Group, LLC reported ALPHABET INC VOTING CAP STK CL A (VRT) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.15% in 2024 Q1. The latest visible filing shows VRT at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williamson Legacy Group, LLC's position in ALPHABET INC VOTING CAP STK CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VRT was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VRT stock page Williamson Legacy Group, LLC fund profile Williamson Legacy Group, LLC full holdings
How Williamson Legacy Group, LLC held VRT — position size vs. price
% of Fund (quarterly)    VRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,509 -4,666 -45.9% 1.03% $1.4M 2026-05-13 $369.99
2024 Q4 REDUCED 40.0% -36.4% ✅ 10,175 -6,771 -40.0% 0.77% $1.2M 2025-02-05 $118.84
2024 Q3 REDUCED 40.5% +16.8% ❌ 16,946 -11,511 -40.5% 1.13% $1.7M 2024-11-12 $123.57
2024 Q2 REDUCED 16.4% +15.0% ❌ 28,457 -5,582 -16.4% 1.83% $2.5M 2024-08-14 $79.98
2024 Q1 REDUCED — — — 34,039 -214 -0.6% 2.15% $2.8M 2024-05-14 $98.48
2023 Q4 INITIATED — — — 34,253 — — 1.53% $1.6M 2024-02-13 $62.35

🏢 Other funds also holding VRT

As of 2026 Q1 — sorted by position size

Highlander Partners, L.P. 3Y 25.85% Atika Capital Management LLC 3Y 7Y 20.96% First Growth Capital LLC 17.11% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 11.73% Crystal Rock Capital Management 3Y 7Y 9.66% Chescapmanager LLC 3Y 7Y 9.46% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 8.53% Stanley Capital Management, LLC 3Y 7Y 7.99% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 7.42% Aragon Global Management, LP 6.98%

FAQ About Williamson Legacy Group, LLC and VRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williamson Legacy Group, LLC reported owning VRT?

Williamson Legacy Group, LLC reported VRT across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VRT position in Williamson Legacy Group, LLC's portfolio?

The largest reported portfolio weight for VRT was 2.15% in 2024 Q1.

What is the latest reported VRT position on this page?

The most recent filing on this page is 2026 Q1, when Williamson Legacy Group, LLC reported 5,509 shares, equal to 1.03% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VRT ownership page compare?

The chart compares Williamson Legacy Group, LLC's quarterly VRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Williamson Legacy Group, LLC time their VRT position?

Based on 13F filing dates vs. subsequent VRT price moves, Williamson Legacy Group, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VRT relative to SPY over the holding period was +55.2%.

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