Legacy Wealth Planning, LLC SEC EDGAR Filings (CIK 0001802490)

SEC EDGAR filings, ownership reports, and insider transactions for Legacy Wealth Planning, LLC.

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
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Legacy Wealth Planning, LLC has filed 14 SEC EDGAR filings since 12 Feb 2020

Latest Filings

Recent SEC filings for Legacy Wealth Planning, LLC including 13F-HR, 13F-HR/A.

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.

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