13F Filings History of Legacy Wealth Partners, Inc.

Latest 13F report
Q2 2021 - 16 Aug 2021
Value $
$179,961,000
Signature - Title
David Tracy - COO
Location
Calabasas, CA
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Partners, Inc. reported 90 stock holdings with total value $179,961,000 as of Q2 2021. Top holdings included QQQ, SPY, IJR, IVV, and DIAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2021 90 $179,961,000 +$35,224,712 -$36,310,208 -$1,085,496 QQQ, SPY, IJR, IVV, DIAL 13F-HR 16 Aug 2021, 17:17
Q1 2021 84 $170,863,000 +$35,719,628 -$31,248,500 +$4,471,128 IJR, SPY, VIG, IEFA, QQQ 13F-HR 12 May 2021, 17:09
Q4 2020 91 $159,020,000 +$36,034,904 -$34,708,032 +$1,326,872 IJR, IEMG, QQQ, IEFA, SPY 13F-HR 12 Feb 2021, 16:38
Q3 2020 87 $141,405,000 +$31,670,847 -$27,081,043 +$4,589,804 QQQ, IEMG, SPY, VIG, GLDM 13F-HR 10 Nov 2020, 17:46
Q2 2020 96 $132,343,000 +$42,852,640 -$32,631,103 +$10,221,537 QQQ, SPY, IEMG, IVV, LQD 13F-HR 05 Aug 2020, 15:02
Q1 2020 80 $107,411,000 +$25,358,101 -$34,336,274 -$8,978,173 SHY, TLT, SPY, QQQ, GLDM 13F-HR 15 May 2020, 12:12
Q4 2019 87 $136,765,000 $0 $0 $0 SPY, QQQ, VIG, AAPL, EFA 13F-HR 07 Feb 2020, 12:25