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Disclosery

My Legacy Advisors, LLC: BAM position timeline

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

My Legacy Advisors, LLC held 5,376 BAM 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 5,376 shares
    Change vs previous 13F -95 shares

    0.11% of the 13F portfolio, value $304,120.

    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 5,471 shares
    Change vs previous 13F +84 shares

    0.1% of the 13F portfolio, value $265,070.

    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 5,387 shares
    Change vs previous 13F +707 shares

    0.11% of the 13F portfolio, value $291,598.

    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 4,680 shares
    Change vs previous 13F -765 shares

    0.09% of the 13F portfolio, value $221,317.

    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 5,445 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $207,182.

    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).