My Legacy Advisors, LLC: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on D, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 12,418 D shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 12,418 sharesChange vs previous 13F +320 shares
0.26% of the 13F portfolio, value $722,231.
13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,098 sharesChange vs previous 13F -302 shares
0.26% of the 13F portfolio, value $678,356.
13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,400 sharesChange vs previous 13F +276 shares
0.26% of the 13F portfolio, value $665,248.
13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,124 sharesChange vs previous 13F -2,930 shares
0.28% of the 13F portfolio, value $700,655.
13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 15,054 sharesChange vs previous 13F +277 shares
0.24% of the 13F portfolio, value $737,626.
13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 14,777 sharesChange vs previous 13F +293 shares
0.24% of the 13F portfolio, value $726,879.
13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 14,484 sharesChange vs previous 13F -1,693 shares
0.25% of the 13F portfolio, value $682,356.
13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 16,177 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $657,419.
13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).