My Legacy Advisors, LLC: SDY position timeline

My Legacy Advisors, LLC held 4,034 SDY 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 4,034 shares

   Change vs previous 13F -16 shares

   0.2% of the 13F portfolio, value $563,388.

   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 4,050 shares

   Change vs previous 13F -14 shares

   0.21% of the 13F portfolio, value $549,504.

   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 4,064 shares

   Change vs previous 13F -262 shares

   0.21% of the 13F portfolio, value $535,798.

   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 4,326 shares

   Change vs previous 13F -1,656 shares

   0.24% of the 13F portfolio, value $614,465.

   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).

5. period ended2024-06-30

   13F 5,982 shares

   Change vs previous 13F -5 shares

   0.24% of the 13F portfolio, value $760,791.

   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 5,987 shares

   Change vs previous 13F -316 shares

   0.26% of the 13F portfolio, value $785,734.

   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 6,303 shares

   Change vs previous 13F -311 shares

   0.28% of the 13F portfolio, value $782,517.

   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 6,614 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $745,398.

   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).