My Legacy Advisors, LLC: DLS position timeline

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

My Legacy Advisors, LLC held 0 DLS 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 -7,138 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 7,138 shares
Change vs previous 13F -2,367 shares
0.14% of the 13F portfolio, value $452,815.
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 9,505 shares
Change vs previous 13F -645 shares
0.21% of the 13F portfolio, value $619,839.
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 10,150 shares
Change vs previous 13F +6,482 shares
0.23% of the 13F portfolio, value $638,157.
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 3,668 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $202,751.
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).