My Legacy Advisors, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on KO, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 20,321 KO shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 20,321 sharesChange vs previous 13F +197 shares
0.5% of the 13F portfolio, value $1,417,796.
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 20,124 sharesChange vs previous 13F -109 shares
0.56% of the 13F portfolio, value $1,441,281.
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 20,233 sharesChange vs previous 13F -486 shares
0.49% of the 13F portfolio, value $1,249,792.
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 20,719 sharesChange vs previous 13F -4,209 shares
0.59% of the 13F portfolio, value $1,488,867.
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 24,928 sharesChange vs previous 13F +184 shares
0.51% of the 13F portfolio, value $1,586,667.
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 24,744 sharesChange vs previous 13F -419 shares
0.51% of the 13F portfolio, value $1,513,838.
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 25,163 sharesChange vs previous 13F +4,327 shares
0.54% of the 13F portfolio, value $1,504,999.
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 20,836 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $1,132,437.
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).