My Legacy Advisors, LLC: BEN position timeline

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

My Legacy Advisors, LLC held 0 BEN shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

period ended2024-09-30
13F 0 shares
Change vs previous 13F -20,432 shares
13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-06-30
13F 20,432 shares
Change vs previous 13F +754 shares
0.15% of the 13F portfolio, value $456,655.
13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 19,678 shares
Change vs previous 13F +7,335 shares
0.19% of the 13F portfolio, value $553,149.
13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 12,343 shares
Change vs previous 13F +649 shares
0.13% of the 13F portfolio, value $355,478.
13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 11,694 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $264,635.
13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
Filed 2023-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).