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My Legacy Advisors, LLC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on SPYM, newest first. How the timeline and the estimate are built.

My Legacy Advisors, LLC held 56,158 SPYM 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 56,158 shares
    Change vs previous 13F -46,644 shares

    1.47% of the 13F portfolio, value $4,134,933.

    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 102,802 shares
    Change vs previous 13F -8,353 shares

    2.61% of the 13F portfolio, value $6,760,258.

    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 111,155 shares
    Change vs previous 13F -1,169 shares

    3.01% of the 13F portfolio, value $7,749,703.

    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 112,324 shares
    Change vs previous 13F -121,307 shares

    2.99% of the 13F portfolio, value $7,583,000.

    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 233,631 shares
    Change vs previous 13F -28,193 shares

    4.78% of the 13F portfolio, value $14,952,404.

    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 261,824 shares
    Change vs previous 13F -65,639 shares

    5.4% of the 13F portfolio, value $16,110,022.

    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 327,463 shares
    Change vs previous 13F +19,252 shares

    6.63% of the 13F portfolio, value $18,351,024.

    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 308,211 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $15,459,888.

    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).