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
- period ended2025-06-3013F 56,158 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 102,802 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 111,155 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 112,324 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 233,631 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 261,824 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 327,463 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 308,211 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).