Skip to main content

My Legacy Advisors, LLC

SEC CIK
0001767802
Latest filing
Jul 11, 2025

PECO holding history

Phillips Edison & Company, Inc. in every 13F filed by My Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PECO overviewAll 13F holders of PECOFull Q2 2025 holdings

Shares (Q2 2025)
47,367
Value
$1.64M
% of portfolio
0.6%
Quarters held
14
Since Q1 2022
Holdings of PECO by My Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202547,367$1.64M0.6%+2,514+5.6%AddedHolders
Q1 202544,853$1.64M0.6%−2,835−5.9%ReducedHolders
Q4 202447,688$1.69M0.7%−5,776−10.8%ReducedHolders
Q3 202453,464$2.02M0.8%−9,557−15.2%ReducedHolders
Q2 202463,021$2.06M0.7%−3,646−5.5%ReducedHolders
Q1 202466,667$2.39M0.8%−1,324−1.9%ReducedHolders
Q4 202367,991$2.42M0.9%−3,400−4.8%ReducedHolders
Q3 202371,391$2.44M1.0%−6,071−7.8%ReducedHolders
Q2 202377,462$2.62M1.0%−3,122−3.9%ReducedHolders
Q1 202380,584$2.57M1.1%00.0%UnchangedHolders
Q4 202280,584$2.72M1.2%−1,702−2.1%ReducedHolders
Q3 202282,286$2.33M1.2%−5,091−5.8%ReducedHolders
Q2 202287,377$3.00M1.5%−3,579−3.9%ReducedHolders
Q1 202290,956$3.13M1.5%–No prior filingHolders