Current Market Value 280,788,508
Current Holdings 206
Most Recent File Date 2025-07-11
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by My Legacy Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 206 280,789
2025-04-15 2025-03-31 13F-HR 205 259,117
2025-01-16 2024-12-31 13F-HR 197 257,629
2024-10-21 2024-09-30 13F-HR 195 253,261
2024-07-24 2024-06-30 13F-HR 206 312,814
2024-07-25 2024-03-31 13F-HR 211 298,266
2024-01-12 2023-12-31 13F-HR 204 276,881
2023-10-20 2023-09-30 13F-HR 199 245,892
2023-07-14 2023-06-30 13F-HR 210 254,412
2023-04-11 2023-03-31 13F-HR 203 233,246
2023-02-07 2022-12-31 13F-HR 205 234,464
2022-10-17 2022-09-30 13F-HR 197 198,207
2022-07-12 2022-06-30 13F-HR 196 200,009
2022-04-07 2022-03-31 13F-HR 179 215,428