Skip to content

My Legacy Advisors, LLC: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on AGGY, newest first. How the timeline and the estimate are built.

My Legacy Advisors, LLC held 18,948 AGGY shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,948 shares
    Change vs previous 13F -1,741 shares

    0.29% of the 13F portfolio, value $823,309.

    13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 20,689 shares
    Change vs previous 13F -94 shares

    0.35% of the 13F portfolio, value $898,505.

    13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 20,783 shares
    Change vs previous 13F -450 shares

    0.34% of the 13F portfolio, value $888,457.

    13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 21,233 shares
    Change vs previous 13F -33,073 shares

    0.37% of the 13F portfolio, value $949,348.

    13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 54,306 shares
    Change vs previous 13F -12,095 shares

    0.75% of the 13F portfolio, value $2,333,007.

    13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 66,401 shares
    Change vs previous 13F -7,605 shares

    0.97% of the 13F portfolio, value $2,881,823.

    13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 74,006 shares
    Change vs previous 13F +1,574 shares

    1.17% of the 13F portfolio, value $3,244,408.

    13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 72,432 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,945,802.

    13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).