Filer Snapshot

Legacy Wealth Planning, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001802490.

Entity Type

Company

Total Filings

14

Latest Filing

10 Nov 2022

Industry

n/a

Save or continue research

Save this filer for return loops, then jump into the latest filing evidence.

Save this research page

Create a free account to save this filer and follow future SEC filing updates.

Create account to save this page
Review latest filings on this page Browse SEC filer directory
Business address
10599 Double R Blvd, Reno, NV, 89521
Top securities (13F)
DGRW, DEW, AAPL, IWY, COWZ, IWF, EFG, VBR, VOE, VBK, MSFT, VTI, GSY, CRL, NMZ, BRKB, IQI, GLD, PAVE, and IWD
State of incorporation
NV
Fiscal year end
31 December

Sponsored

Quick Takeaways

  • Legacy Wealth Planning, LLC is an SEC filer tracked under CIK 0001802490.
  • 14 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 10 Nov 2022.
  • Report period: 30 Sep 2022.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001802490.

See Original Filing

Filer Overview

Legacy Wealth Planning, LLC has filed 14 SEC EDGAR filings since 12 Feb 2020. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for Legacy Wealth Planning, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2022 30 Jun 2022 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2022 31 Mar 2022 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-19891
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 22 Nov 2021 30 Sep 2021 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2021 31 Mar 2021 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2021 31 Dec 2020 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2020 30 Sep 2020 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Aug 2020 30 Jun 2020 028-19891
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 18 May 2020 31 Mar 2020 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 May 2020 31 Mar 2020 028-19891
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2020 31 Dec 2019 028-19891

About this filer

Legacy Wealth Planning, LLC files with the SEC under CIK 0001802490. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Sponsored