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Disclosery

My Legacy Advisors, LLC: IVE position timeline

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

My Legacy Advisors, LLC held 18,579 IVE 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 18,579 shares
    Change vs previous 13F +2,014 shares

    1.32% of the 13F portfolio, value $3,695,215.

    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 16,565 shares
    Change vs previous 13F +5,170 shares

    1.22% of the 13F portfolio, value $3,156,994.

    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 11,395 shares
    Change vs previous 13F +152 shares

    0.85% of the 13F portfolio, value $2,195,853.

    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 11,243 shares
    Change vs previous 13F -7,135 shares

    0.88% of the 13F portfolio, value $2,216,819.

    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 18,378 shares
    Change vs previous 13F +2,868 shares

    1.07% of the 13F portfolio, value $3,345,014.

    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 15,510 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,897,458.

    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).