Levy Wealth Management Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Philadelphia, PA
CIK
0001843138
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 108 337,718 13F-HR 7/21/2023 000108514623002808 Levy Wealth Management Group, LLC
Q1 2023 107 324,641 13F-HR 5/4/2023 000108514623002074 Levy Wealth Management Group, LLC
Q4 2022 94 298,929 13F-HR 2/8/2023 000108514623000815 Levy Wealth Management Group, LLC
Q3 2022 81 232,212 13F-HR 10/28/2022 000108514622003637 Levy Wealth Management Group, LLC
Q2 2022 69 218,550 13F-HR 7/27/2022 000108514622002616 Levy Wealth Management Group, LLC
Q1 2022 76 240,806 13F-HR 5/4/2022 000108514622001735 Levy Wealth Management Group, LLC
Q4 2021 77 220,257 13F-HR 2/10/2022 000108514622000778 Levy Wealth Management Group, LLC
Q3 2021 67 182,200 13F-HR 10/26/2021 000108514621002895 Levy Wealth Management Group, LLC
Q2 2021 69 173,945 13F-HR 8/9/2021 000108514621002304 Levy Wealth Management Group, LLC
Q1 2021 67 152,110 13F-HR 5/10/2021 000108514621001537 Levy Wealth Management Group, LLC
Q4 2020 62 141,019 13F-HR 2/10/2021 000108514621000542 Levy Wealth Management Group, LLC