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My Legacy Advisors, LLC: F position timeline

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

My Legacy Advisors, LLC held 53,452 F 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 53,452 shares
    Change vs previous 13F +6,637 shares

    0.23% of the 13F portfolio, value $636,619.

    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 46,815 shares
    Change vs previous 13F +8,591 shares

    0.18% of the 13F portfolio, value $469,550.

    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 38,224 shares
    Change vs previous 13F -3,235 shares

    0.15% of the 13F portfolio, value $380,327.

    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 41,459 shares
    Change vs previous 13F -9,426 shares

    0.17% of the 13F portfolio, value $437,809.

    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 50,885 shares
    Change vs previous 13F +1,313 shares

    0.2% of the 13F portfolio, value $638,098.

    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 49,572 shares
    Change vs previous 13F +5,200 shares

    0.22% of the 13F portfolio, value $658,316.

    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 44,372 shares
    Change vs previous 13F +492 shares

    0.19% of the 13F portfolio, value $519,596.

    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 43,880 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $505,936.

    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).