Legacy Wealth Planning, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Reno, NV
CIK
0001802490
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 84 60,439 13F-HR 11/10/2022 000180249022000004 Legacy Wealth Planning, LLC
Q2 2022 91 69,742 13F-HR 7/26/2022 000180249022000003 Legacy Wealth Planning, LLC
Q1 2022 100 84,927 13F-HR 5/10/2022 000180249022000002 Legacy Wealth Planning, LLC
Q4 2021 98 87,671 13F-HR 2/14/2022 000180249022000001 Legacy Wealth Planning, LLC
Q3 2021 97 89,248 RESTATEMENT 11/22/2021 000180249021000006 Legacy Wealth Planning, LLC
Q3 2021 97 89,248 13F-HR 11/12/2021 000180249021000005 Legacy Wealth Planning, LLC
Q2 2021 99 87,823 13F-HR 8/16/2021 000180249021000004 Legacy Wealth Planning, LLC
Q1 2021 95 78,389 13F-HR 5/6/2021 000180249021000002 Legacy Wealth Planning, LLC
Q4 2020 85 77,952 13F-HR 2/12/2021 000180249021000001 Legacy Wealth Planning, LLC
Q3 2020 79 87,470 13F-HR 11/3/2020 000180249020000005 Legacy Wealth Planning, LLC
Q2 2020 77 84,003 13F-HR 8/17/2020 000180249020000004 Legacy Wealth Planning, LLC
Q1 2020 72 62,462 RESTATEMENT 5/18/2020 000180249020000003 Legacy Wealth Planning, LLC
Q1 2020 72 62,135 13F-HR 5/18/2020 000180249020000002 Legacy Wealth Planning, LLC
Q4 2019 79 88,303 13F-HR 2/12/2020 000180249020000001 Legacy Wealth Planning, LLC