13F Filings History of Legacy Wealth Planning, LLC

Latest 13F report
Q3 2022 - 10 Nov 2022
Value $
$59,906,000
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 $59,906,000 as of Q3 2022. Top holdings included DGRW, DEW, AAPL, IWY, and COWZ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 84 $59,906,000 +$1,843,386 -$7,407,318 -$5,563,932 DGRW, DEW, AAPL, IWY, COWZ 13F-HR 10 Nov 2022, 10:22
Q2 2022 91 $68,068,000 +$14,550,786 -$15,904,461 -$1,353,675 DGRW, DEW, IWY, AAPL, COWZ 13F-HR 26 Jul 2022, 11:20
Q1 2022 100 $84,927,000 +$7,039,671 -$4,493,196 +$2,546,475 VLUE, DGRW, AAPL, IWY, IWF 13F-HR 10 May 2022, 09:30
Q4 2021 98 $87,671,000 +$3,497,074 -$12,117,262 -$8,620,188 VLUE, DGRW, AAPL, IWY, IWF 13F-HR 14 Feb 2022, 09:01
Q3 2021 97 $86,858,000 +$11,870,757 -$7,651,674 +$4,219,083 VLUE, DGRW, AAPL, IWY, IWF Restatement 22 Nov 2021, 12:16
Q2 2021 99 $87,823,000 +$4,925,831 -$579,510 +$4,346,321 DGRW, VLUE, IWY, AAPL, IWF 13F-HR 16 Aug 2021, 11:28
Q1 2021 95 $78,389,000 +$11,759,898 -$14,621,841 -$2,861,943 DGRW, VLUE, IWY, AAPL, IWF 13F-HR 06 May 2021, 13:53
Q4 2020 85 $77,952,000 +$5,879,444 -$21,574,891 -$15,695,447 DGRW, USMV, AAPL, IWY, IWF 13F-HR 12 Feb 2021, 15:07
Q3 2020 79 $87,470,000 +$5,021,241 -$4,620,334 +$400,907 DGRW, USMV, GSY, IWY, IJH 13F-HR 03 Nov 2020, 11:58
Q2 2020 77 $84,003,000 +$15,600,755 -$4,780,633 +$10,820,122 DGRW, USMV, GSY, IJH, SPTS 13F-HR 17 Aug 2020, 09:54
Q1 2020 72 $62,021,000 +$14,563,902 -$23,237,072 -$8,673,170 USMV, DGRW, IJH, IWY, IWF Restatement 18 May 2020, 13:00
Q4 2019 79 $88,303,000 $0 $0 $0 USMV, HDV, EFAV, EEMV, IJH 13F-HR 12 Feb 2020, 13:06