My Legacy Advisors, LLC: SCHV position timeline

My Legacy Advisors, LLC held 9,106 SCHV 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 9,106 shares

   Change vs previous 13F -4,628 shares

   0.09% of the 13F portfolio, value $256,795.

   13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 13,734 shares

   Change vs previous 13F -82 shares

   0.14% of the 13F portfolio, value $365,055.

   13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 13,816 shares

   Change vs previous 13F +13,816 shares

   0.14% of the 13F portfolio, value $365,992.

   13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -4,407 shares

   13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-06-30

   13F 4,407 shares

   Change vs previous 13F -394 shares

   0.1% of the 13F portfolio, value $326,486.

   13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 4,801 shares

   Change vs previous 13F -57 shares

   0.12% of the 13F portfolio, value $364,796.

   13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2023-12-31

   13F 4,858 shares

   Change vs previous 13F -170 shares

   0.12% of the 13F portfolio, value $338,666.

   13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 5,028 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $318,135.

   13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
   Filed 2023-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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