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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

  1. period ended2025-06-30
    13F 31,426 shares
    Change 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), ingested

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

  2. period ended2025-03-31
    13F 32,487 shares
    Change 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), ingested

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

  3. period ended2024-12-31
    13F 38,748 shares
    Change 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), ingested

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

  4. period ended2024-09-30
    13F 37,698 shares
    Change 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), ingested

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

  5. period ended2024-06-30
    13F 38,277 shares
    Change 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), ingested

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

  6. period ended2024-03-31
    13F 38,948 shares
    Change 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), ingested

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

  7. period ended2023-12-31
    13F 34,420 shares
    Change 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), ingested

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

  8. period ended2023-09-30
    13F 28,784 shares
    Change 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), ingested

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