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
- period ended2025-06-3013F 9,096 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,928 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,619 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,863 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 10,154 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 10,437 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 16,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 15,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).