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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

  1. period ended2025-06-30
    13F 30,313 shares
    Change 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), ingested

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

  2. period ended2025-03-31
    13F 26,708 shares
    Change 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), ingested

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

  3. period ended2024-12-31
    13F 30,080 shares
    Change 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), ingested

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

  4. period ended2024-09-30
    13F 28,652 shares
    Change 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), ingested

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

  5. period ended2024-06-30
    13F 40,429 shares
    Change 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), ingested

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

  6. period ended2024-03-31
    13F 34,232 shares
    Change 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), ingested

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

  7. period ended2023-12-31
    13F 29,523 shares
    Change 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), ingested

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

  8. period ended2023-09-30
    13F 27,375 shares
    Change 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), ingested

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