Legacy Wealth Management, Inc

Business address
1715 Aaron Brenner Drive, Suite 301, Memphis, TN, 38120
Top securities (13F)
IVV, IWB, SCHK, JCPB, FBND, SCHM, IJH, JPST, IXUS, SCHX, IJR, SCHA, HMOP, IWM, VTI, SPY, AGG, SCHB, SCMB, and SCHZ
State of incorporation
TN
Fiscal year end
December 31
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Legacy Wealth Management, Inc has filed 65 SEC EDGAR filings since 12 May 2010

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Oct 2025 30 Sep 2025 028-13906
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-13906
N-PX Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-13906
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-13906
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-13906
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-13906
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-13906
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-13906
13F-HR Open Document Open Filing 12 Apr 2024 31 Mar 2024 028-13906
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-13906
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-13906
13F-HR Open Document Open Filing 18 Jul 2023 30 Jun 2023 028-13906
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-13906
13F-HR Open Document Open Filing 18 Jan 2023 31 Dec 2022 028-13906
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-13906
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-13906
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-13906
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-13906
13F-HR Open Document Open Filing 15 Oct 2021 30 Sep 2021 028-13906
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-13906
13F-HR Open Document Open Filing 20 Apr 2021 31 Mar 2021 028-13906
13F-HR Open Document Open Filing 29 Jan 2021 31 Dec 2020 028-13906
13F-HR Open Document Open Filing 14 Oct 2020 30 Sep 2020 028-13906
13F-HR Open Document Open Filing 28 Jul 2020 30 Jun 2020 028-13906
13F-HR Open Document Open Filing 09 Apr 2020 31 Mar 2020 028-13906
13F-HR Open Document Open Filing 30 Jan 2020 31 Dec 2019 028-13906
13F-HR Open Document Open Filing 09 Oct 2019 30 Sep 2019 028-13906
13F-HR Open Document Open Filing 17 Jul 2019 30 Jun 2019 028-13906
13F-HR Open Document Open Filing 22 Apr 2019 31 Mar 2019 028-13906
13F-HR Open Document Open Filing 06 Feb 2019 31 Dec 2018 028-13906
13F-HR Open Document Open Filing 10 Oct 2018 30 Sep 2018 028-13906
13F-HR Open Document Open Filing 16 Jul 2018 30 Jun 2018 028-13906
13F-HR Open Document Open Filing 20 Apr 2018 31 Mar 2018 028-13906
13F-HR Open Document Open Filing 18 Jan 2018 31 Dec 2017 028-13906
13F-HR Open Document Open Filing 12 Oct 2017 30 Sep 2017 028-13906
13F-HR Open Document Open Filing 25 Jul 2017 30 Jun 2017 028-13906
13F-HR Open Document Open Filing 19 Apr 2017 31 Mar 2017 028-13906
13F-HR Open Document Open Filing 06 Feb 2017 31 Dec 2016 028-13906
13F-HR Open Document Open Filing 18 Oct 2016 30 Sep 2016 028-13906
13F-HR Open Document Open Filing 04 Aug 2016 30 Jun 2016 028-13906
13F-HR Open Document Open Filing 05 May 2016 31 Mar 2016 028-13906
13F-HR Open Document Open Filing 09 Feb 2016 31 Dec 2015 028-13906
13F-HR Open Document Open Filing 06 Nov 2015 30 Sep 2015 028-13906
13F-HR Open Document Open Filing 17 Jul 2015 30 Jun 2015 028-13906
13F-HR Open Document Open Filing 10 Apr 2015 31 Mar 2015 028-13906
13F-HR Open Document Open Filing 26 Jan 2015 31 Dec 2014 028-13906
13F-HR Open Document Open Filing 27 Oct 2014 30 Sep 2014 028-13906
13F-HR Open Document Open Filing 28 Jul 2014 30 Jun 2014 028-13906
13F-HR Open Document Open Filing 30 Apr 2014 31 Mar 2014 028-13906
13F-HR Open Document Open Filing 29 Jan 2014 31 Dec 2013 028-13906