My Legacy Advisors, LLC: PEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on PEG, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 8,879 PEG shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 8,879 sharesChange vs previous 13F +201 shares
0.26% of the 13F portfolio, value $729,499.
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 8,678 sharesChange vs previous 13F +275 shares
0.28% of the 13F portfolio, value $714,199.
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 8,403 sharesChange vs previous 13F +394 shares
0.28% of the 13F portfolio, value $724,927.
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 8,009 sharesChange vs previous 13F -1,131 shares
0.28% of the 13F portfolio, value $714,483.
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 9,140 sharesChange vs previous 13F +1,310 shares
0.22% of the 13F portfolio, value $673,618.
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 7,830 sharesChange vs previous 13F +350 shares
0.18% of the 13F portfolio, value $522,887.
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 7,480 sharesChange vs previous 13F +1,880 shares
0.16% of the 13F portfolio, value $451,119.
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 5,600 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $335,048.
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).