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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 84 $59.9M +$1.84M -$7.41M -$5.56M DGRW, DEW, AAPL, IWY, COWZ 13F-HR 11/10/2022, 10:22 AM
Q2 2022 91 $68.1M +$14.6M -$15.9M -$1.35M DGRW, DEW, IWY, AAPL, COWZ 13F-HR 7/26/2022, 11:20 AM
Q1 2022 100 $84.9M +$7.04M -$4.49M +$2.55M VLUE, DGRW, AAPL, IWY, IWF 13F-HR 5/10/2022, 09:30 AM
Q4 2021 98 $87.7M +$3.5M -$12.1M -$8.62M VLUE, DGRW, AAPL, IWY, IWF 13F-HR 2/14/2022, 09:01 AM
Q3 2021 97 $86.9M +$11.9M -$7.65M +$4.22M VLUE, DGRW, AAPL, IWY, IWF Restatement 11/22/2021, 12:16 PM
Q2 2021 99 $87.8M +$4.93M -$580K +$4.35M DGRW, VLUE, IWY, AAPL, IWF 13F-HR 8/16/2021, 11:28 AM
Q1 2021 95 $78.4M +$11.8M -$14.6M -$2.86M DGRW, VLUE, IWY, AAPL, IWF 13F-HR 5/6/2021, 01:53 PM
Q4 2020 85 $78M +$5.88M -$21.6M -$15.7M DGRW, USMV, AAPL, IWY, IWF 13F-HR 2/12/2021, 03:07 PM
Q3 2020 79 $87.5M +$5.02M -$4.62M +$401K DGRW, USMV, GSY, IWY, IJH 13F-HR 11/3/2020, 11:58 AM
Q2 2020 77 $84M +$15.6M -$4.78M +$10.8M DGRW, USMV, GSY, IJH, SPTS 13F-HR 8/17/2020, 09:54 AM
Q1 2020 72 $62M +$14.6M -$23.2M -$8.67M USMV, DGRW, IJH, IWY, IWF Restatement 5/18/2020, 01:00 PM
Q4 2019 79 $88.3M $0 $0 USMV, HDV, EFAV, EEMV, IJH 13F-HR 2/12/2020, 01:06 PM