My Legacy Advisors, LLC: IYW position timeline

My Legacy Advisors, LLC held 13,749 IYW 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 13,749 shares

   Change vs previous 13F -730 shares

   0.86% of the 13F portfolio, value $2,415,900.

   13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 14,479 shares

   Change vs previous 13F -136 shares

   0.78% of the 13F portfolio, value $2,033,437.

   13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 14,615 shares

   Change vs previous 13F -449 shares

   0.91% of the 13F portfolio, value $2,340,802.

   13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 15,064 shares

   Change vs previous 13F -9,817 shares

   0.9% of the 13F portfolio, value $2,283,987.

   13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 24,881 shares

   Change vs previous 13F +1,784 shares

   1.2% of the 13F portfolio, value $3,744,583.

   13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 23,097 shares

   Change vs previous 13F +2,439 shares

   1.05% of the 13F portfolio, value $3,119,490.

   13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2023-12-31

   13F 20,658 shares

   Change vs previous 13F +2,915 shares

   0.92% of the 13F portfolio, value $2,537,240.

   13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 17,743 shares

   Change vs previous 13F not available

   0.77% of the 13F portfolio, value $1,897,299.

   13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
   Filed 2023-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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