My Legacy Advisors, LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on TFC, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 20,465 TFC shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 20,465 sharesChange vs previous 13F +4,980 shares
0.33% of the 13F portfolio, value $931,158.
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 15,485 sharesChange vs previous 13F +2,124 shares
0.25% of the 13F portfolio, value $637,208.
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 13,361 sharesChange vs previous 13F +1,862 shares
0.24% of the 13F portfolio, value $606,456.
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 11,499 sharesChange vs previous 13F +1,566 shares
0.19% of the 13F portfolio, value $491,812.
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 9,933 sharesChange vs previous 13F -1 shares
0.12% of the 13F portfolio, value $385,897.
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 9,934 sharesChange vs previous 13F -10 shares
0.13% of the 13F portfolio, value $387,227.
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 9,944 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $371,309.
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).