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My Legacy Advisors, LLC: VOT position timeline

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

My Legacy Advisors, LLC held 7,867 VOT 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 7,867 shares
    Change vs previous 13F -1,671 shares

    0.8% of the 13F portfolio, value $2,246,265.

    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 9,538 shares
    Change vs previous 13F -579 shares

    0.9% of the 13F portfolio, value $2,333,376.

    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 10,117 shares
    Change vs previous 13F +807 shares

    1.03% of the 13F portfolio, value $2,647,518.

    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 9,310 shares
    Change vs previous 13F +2,765 shares

    0.9% of the 13F portfolio, value $2,266,706.

    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 6,545 shares
    Change vs previous 13F +3,265 shares

    0.48% of the 13F portfolio, value $1,502,470.

    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 3,280 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $773,391.

    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).