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My Legacy Advisors, LLC: OEF position timeline

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

My Legacy Advisors, LLC held 9,096 OEF 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 9,096 shares
    Change vs previous 13F +168 shares

    1% of the 13F portfolio, value $2,800,168.

    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 8,928 shares
    Change vs previous 13F +1,309 shares

    0.93% of the 13F portfolio, value $2,418,099.

    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 7,619 shares
    Change vs previous 13F -244 shares

    0.86% of the 13F portfolio, value $2,216,810.

    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 7,863 shares
    Change vs previous 13F -2,291 shares

    0.86% of the 13F portfolio, value $2,176,295.

    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 10,154 shares
    Change vs previous 13F -283 shares

    0.86% of the 13F portfolio, value $2,683,828.

    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 10,437 shares
    Change vs previous 13F -6,183 shares

    0.87% of the 13F portfolio, value $2,582,336.

    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 16,620 shares
    Change vs previous 13F +1,323 shares

    1.35% of the 13F portfolio, value $3,736,283.

    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 15,297 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,079,535.

    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).