My Legacy Advisors, LLC: MUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on MUB, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 31,426 MUB shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 31,426 sharesChange vs previous 13F -1,061 shares
1.17% of the 13F portfolio, value $3,276,470.
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 32,487 sharesChange vs previous 13F -6,261 shares
1.32% of the 13F portfolio, value $3,425,408.
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 38,748 sharesChange vs previous 13F +1,050 shares
1.59% of the 13F portfolio, value $4,104,567.
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 37,698 sharesChange vs previous 13F -579 shares
1.62% of the 13F portfolio, value $4,095,110.
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 38,277 sharesChange vs previous 13F -671 shares
1.3% of the 13F portfolio, value $4,078,401.
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 38,948 sharesChange vs previous 13F +4,528 shares
1.41% of the 13F portfolio, value $4,190,797.
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 34,420 sharesChange vs previous 13F +5,636 shares
1.35% of the 13F portfolio, value $3,737,304.
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 28,784 sharesChange vs previous 13F not available
1.18% of the 13F portfolio, value $2,910,049.
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).