Skip to content

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

  1. period ended2025-06-30
    13F 6,101 shares
    Change 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), ingested

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

  2. period ended2025-03-31
    13F 6,673 shares
    Change 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), ingested

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

  3. period ended2024-12-31
    13F 6,928 shares
    Change 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), ingested

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

  4. period ended2024-09-30
    13F 7,015 shares
    Change 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), ingested

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

  5. period ended2024-06-30
    13F 9,081 shares
    Change 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), ingested

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

  6. period ended2024-03-31
    13F 8,936 shares
    Change 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), ingested

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

  7. period ended2023-12-31
    13F 8,893 shares
    Change 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), ingested

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

  8. period ended2023-09-30
    13F 8,850 shares
    Change 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), ingested

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