Williamson Legacy Group, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 2011965
CARMEL, IN
Position in AMG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,412,276
+$227,734 QoQ
Shares Held
5,104
+24.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
All Filings in AMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,412,276 | 5,104 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,184,542 | 4,109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $964,926 | 4,047 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||