My Legacy Advisors, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on HD, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 5,448 HD shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 5,448 sharesChange vs previous 13F +90 shares
0.72% of the 13F portfolio, value $2,033,738.
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 5,358 sharesChange vs previous 13F +16 shares
0.76% of the 13F portfolio, value $1,963,653.
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 5,342 sharesChange vs previous 13F -43 shares
0.84% of the 13F portfolio, value $2,169,333.
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 5,385 sharesChange vs previous 13F -1,154 shares
0.86% of the 13F portfolio, value $2,182,002.
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 6,539 sharesChange vs previous 13F +98 shares
0.72% of the 13F portfolio, value $2,250,985.
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 6,441 sharesChange vs previous 13F +68 shares
0.83% of the 13F portfolio, value $2,470,768.
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 6,373 sharesChange vs previous 13F -109 shares
0.82% of the 13F portfolio, value $2,272,166.
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 6,482 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $1,858,874.
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).