Skip to content
Disclosery

My Legacy Advisors, LLC: HRB position timeline

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

My Legacy Advisors, LLC held 5,166 HRB 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 5,166 shares
    Change vs previous 13F -70 shares

    0.1% of the 13F portfolio, value $293,222.

    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 5,236 shares
    Change vs previous 13F +112 shares

    0.11% of the 13F portfolio, value $287,509.

    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 5,124 shares
    Change vs previous 13F +359 shares

    0.11% of the 13F portfolio, value $284,331.

    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 4,765 shares
    Change vs previous 13F -960 shares

    0.12% of the 13F portfolio, value $302,816.

    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 5,725 shares
    Change vs previous 13F +695 shares

    0.1% of the 13F portfolio, value $310,467.

    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 5,030 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $247,023.

    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).