My Legacy Advisors, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on MBB, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 30,313 MBB shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 30,313 sharesChange vs previous 13F +3,605 shares
1.01% of the 13F portfolio, value $2,826,420.
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 26,708 sharesChange vs previous 13F -3,372 shares
0.97% of the 13F portfolio, value $2,504,687.
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 30,080 sharesChange vs previous 13F +1,428 shares
1.07% of the 13F portfolio, value $2,749,585.
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 28,652 sharesChange vs previous 13F -11,777 shares
1.08% of the 13F portfolio, value $2,745,181.
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 40,429 sharesChange vs previous 13F +6,197 shares
1.19% of the 13F portfolio, value $3,711,755.
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 34,232 sharesChange vs previous 13F +4,709 shares
1.06% of the 13F portfolio, value $3,163,711.
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 29,523 sharesChange vs previous 13F +2,148 shares
1% of the 13F portfolio, value $2,770,754.
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 27,375 sharesChange vs previous 13F not available
0.96% of the 13F portfolio, value $2,349,337.
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).