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.

SEC EDGAR filings, ownership reports, and insider transactions for Legacy Wealth Partners, Inc..

Business address: 4500 Park Granada. Suite 201, Calabasas, CA, 91302
Top securities (13F): QQQ, SPY, IJR, IVV, DIAL, AAPL, IEFA, VIG, IEMG, IJH, SPAB, BRMK, SPDW, EMB, JNK, EMQQ, SHM, NVDA, VTEB, and SPIP
State of incorporation: CA
Fiscal year end: 31 December

Legacy Wealth Partners, Inc. has filed 7 SEC EDGAR filings since 07 Feb 2020

Recent SEC filings for Legacy Wealth Partners, Inc. including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	16 Aug 2021	30 Jun 2021	028-19791
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 May 2021	31 Mar 2021	028-19791
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Feb 2021	31 Dec 2020	028-19791
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Nov 2020	30 Sep 2020	028-19791
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Aug 2020	30 Jun 2020	028-19791
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 May 2020	31 Mar 2020	028-19791
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	07 Feb 2020	31 Dec 2019	028-19791

Legacy Wealth Partners, Inc. files with the SEC under CIK 0001725243. This page aggregates EDGAR filings and related ownership activity.

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.