My Legacy Advisors, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on PEP, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 6,101 PEP shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 6,101 sharesChange vs previous 13F -572 shares
0.3% of the 13F portfolio, value $830,224.
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 6,673 sharesChange vs previous 13F -255 shares
0.39% of the 13F portfolio, value $1,000,550.
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 6,928 sharesChange vs previous 13F -87 shares
0.39% of the 13F portfolio, value $1,003,036.
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 7,015 sharesChange vs previous 13F -2,066 shares
0.47% of the 13F portfolio, value $1,192,901.
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 9,081 sharesChange vs previous 13F +145 shares
0.48% of the 13F portfolio, value $1,497,729.
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 8,936 sharesChange vs previous 13F +43 shares
0.52% of the 13F portfolio, value $1,563,889.
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 8,893 sharesChange vs previous 13F +43 shares
0.53% of the 13F portfolio, value $1,477,394.
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 8,850 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $1,420,956.
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).