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My Legacy Advisors, LLC: MO position timeline

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

My Legacy Advisors, LLC held 18,454 MO 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 18,454 shares
    Change vs previous 13F +1,129 shares

    0.38% of the 13F portfolio, value $1,080,482.

    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 17,325 shares
    Change vs previous 13F +1,179 shares

    0.4% of the 13F portfolio, value $1,039,847.

    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 16,146 shares
    Change vs previous 13F +406 shares

    0.32% of the 13F portfolio, value $824,092.

    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 15,740 shares
    Change vs previous 13F -3,818 shares

    0.32% of the 13F portfolio, value $803,370.

    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 19,558 shares
    Change vs previous 13F +230 shares

    0.28% of the 13F portfolio, value $890,867.

    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 19,328 shares
    Change vs previous 13F +2,720 shares

    0.28% of the 13F portfolio, value $843,087.

    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 16,608 shares
    Change vs previous 13F +595 shares

    0.25% of the 13F portfolio, value $690,893.

    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 16,013 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $682,314.

    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).