Legacy Wealth Planning, LLC

All 13F Filings

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