Legacy Wealth Partners, LLC

Q3 2026 13F Holdings

Location
Lakewood, CO
Holdings as of
9/30/2026
Value ($000)
$462,022
Num holdings
196
Date filed
10/15/2026
Form type
13F-HR
Holdings also reported by
AssetMark Financial Holdings, Inc.
Prev filing
7/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type