• 13F History

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 82 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 82 $59.9M +$3.25M -$3.9M -$645K DGRW, DEW, AAPL, IWY, COWZ 13F-HR 11/10/2022, 09:22 AM
Q2 2022 90 $68.1M +$14.6M -$11.8M +$2.73M DGRW, DEW, IWY, AAPL, COWZ 13F-HR 7/26/2022, 11:20 AM
Q1 2022 100 $84.9M +$7.04M -$2.58M +$4.46M VLUE, DGRW, AAPL, IWY, IWF 13F-HR 5/10/2022, 09:30 AM
Q4 2021 98 $87.7M +$4.91M -$10.4M -$5.54M VLUE, DGRW, AAPL, IWY, IWF 13F-HR 2/14/2022, 08:01 AM
Q3 2021 96 $88.4M +$11.9M -$8M +$3.87M 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 -$15.6M -$9.77M DGRW, USMV, AAPL, IWY, IWF 13F-HR 2/12/2021, 02:07 PM
Q3 2020 79 $87.5M +$5.02M -$3.31M +$1.72M DGRW, USMV, GSY, IWY, IJH 13F-HR 11/3/2020, 10:58 AM
Q2 2020 77 $84M DGRW, USMV, GSY, IJH, SPTS 13F-HR 8/17/2020, 09:54 AM
Q1 2020 70 $62M +$14.6M -$19.7M -$5.11M USMV, DGRW, IJH, IWY, IWF Restatement 5/18/2020, 01:00 PM
Q4 2019 79 $88.3M USMV, HDV, EFAV, EEMV, IJH 13F-HR 2/12/2020, 12:06 PM