13F Filings History of Legacy Wealth Planning, LLC
- Latest 13F filing
- Q3 2022 - 10 Nov 2022
- Latest reported 13F value
- $59,906,000
- Largest 13F holdings
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DGRW DEW AAPL IWY COWZ IWF EFG VBR VOE VBK MSFT VTI
+8 more
GSY CRL NMZ BRKB IQI GLD PAVE IWD - Form 13F summary
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- Legacy Wealth Planning, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Legacy Wealth Planning, LLC reported 84 equity holdings with a total reported market value of $59,906,000 for Q3 2022. Top reported holdings included DGRW, DEW, AAPL, IWY, and COWZ.
- Manager signature
- Philip Mahoney - Chief Compliance Officer
- Manager location
- Reno, NV
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2022
Latest value
$59,906,000
Quarter delta
-$8,162,000
Accepted
10 Nov 2022, 10:22
Rows shown
1-12 of 12
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 84 | $59,906,000 | +$1,843,386 | -$7,407,318 | -$5,563,932 | DGRW, DEW, AAPL, IWY, COWZ | 13F-HR | 10 Nov 2022, 10:22 |
| Q2 2022 | 91 | $68,068,000 | +$14,550,786 | -$15,904,461 | -$1,353,675 | DGRW, DEW, IWY, AAPL, COWZ | 13F-HR | 26 Jul 2022, 11:20 |
| Q1 2022 | 100 | $84,927,000 | +$7,039,671 | -$4,493,196 | +$2,546,475 | VLUE, DGRW, AAPL, IWY, IWF | 13F-HR | 10 May 2022, 09:30 |
| Q4 2021 | 98 | $87,671,000 | +$3,497,074 | -$12,117,262 | -$8,620,188 | VLUE, DGRW, AAPL, IWY, IWF | 13F-HR | 14 Feb 2022, 09:01 |
| Q3 2021 | 97 | $86,858,000 | +$11,870,757 | -$7,651,674 | +$4,219,083 | VLUE, DGRW, AAPL, IWY, IWF | Restatement | 22 Nov 2021, 12:16 |
| Q2 2021 | 99 | $87,823,000 | +$4,925,831 | -$579,510 | +$4,346,321 | DGRW, VLUE, IWY, AAPL, IWF | 13F-HR | 16 Aug 2021, 11:28 |
| Q1 2021 | 95 | $78,389,000 | +$11,759,898 | -$14,621,841 | -$2,861,943 | DGRW, VLUE, IWY, AAPL, IWF | 13F-HR | 06 May 2021, 13:53 |
| Q4 2020 | 85 | $77,952,000 | +$5,879,444 | -$21,574,891 | -$15,695,447 | DGRW, USMV, AAPL, IWY, IWF | 13F-HR | 12 Feb 2021, 15:07 |
| Q3 2020 | 79 | $87,470,000 | +$5,021,241 | -$4,620,334 | +$400,907 | DGRW, USMV, GSY, IWY, IJH | 13F-HR | 03 Nov 2020, 11:58 |
| Q2 2020 | 77 | $84,003,000 | +$15,600,755 | -$4,780,633 | +$10,820,122 | DGRW, USMV, GSY, IJH, SPTS | 13F-HR | 17 Aug 2020, 09:54 |
| Q1 2020 | 72 | $62,021,000 | +$14,563,902 | -$23,237,072 | -$8,673,170 | USMV, DGRW, IJH, IWY, IWF | Restatement | 18 May 2020, 13:00 |
| Q4 2019 | 79 | $88,303,000 | $0 | $0 | $0 | USMV, HDV, EFAV, EEMV, IJH | 13F-HR | 12 Feb 2020, 13:06 |