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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

  1. period ended2025-06-30
    13F 5,448 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 5,358 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 5,342 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 5,385 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 6,539 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 6,441 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 6,373 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 6,482 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).