Legacy Wealth Planning, LLC

13F Filings History

Latest 13F report
Q3 2022 - Nov 10, 2022
Value $
$59.9M
Signature - Title
Philip Mahoney - Chief Compliance Officer
Location
Reno, NV
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Planning, LLC reported 84 stock holdings with total value $59.9M as of Q3 2022. Top holdings included DGRW, DEW, AAPL, IWY, and COWZ.
Holdings Value