Current Market Value 60,439,000
Current Holdings 84
Most Recent File Date 2022-11-10
Total Filings on Record 14
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-10 2022-09-30 13F-HR 84 60,439
2022-07-26 2022-06-30 13F-HR 91 69,742
2022-05-10 2022-03-31 13F-HR 100 84,927
2022-02-14 2021-12-31 13F-HR 98 87,671
2021-11-22 2021-09-30 13F-HR/A 1 R 97 89,248
2021-11-12 2021-09-30 13F-HR 97 89,248
2021-08-16 2021-06-30 13F-HR 99 87,823
2021-05-06 2021-03-31 13F-HR 95 78,389
2021-02-12 2020-12-31 13F-HR 85 77,952
2020-11-03 2020-09-30 13F-HR 79 87,470
2020-08-17 2020-06-30 13F-HR 77 84,003
2020-05-18 2020-03-31 13F-HR 71 62,135
2020-05-18 2020-03-31 13F-HR/A 1 R 72 62,462
2020-02-12 2019-12-31 13F-HR 79 88,303