Legacy Wealth Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Legacy Wealth Planning going back to Feb. 12, 2020
- Legacy Wealth Planning 2022 Q3 - filed Nov. 10, 2022 - new!
- Legacy Wealth Planning 2022 Q2 - filed July 26, 2022
- Legacy Wealth Planning 2022 Q1 - filed May 10, 2022
- Legacy Wealth Planning 2021 Q4 - filed Feb. 14, 2022
- Legacy Wealth Planning 2021 Q3 restated - filed Nov. 22, 2021
- Legacy Wealth Planning 2021 Q3 - filed Nov. 12, 2021
- Legacy Wealth Planning 2021 Q2 - filed Aug. 16, 2021
- Legacy Wealth Planning 2021 Q1 - filed May 6, 2021
- Legacy Wealth Planning 2020 Q4 - filed Feb. 12, 2021
- Legacy Wealth Planning 2020 Q3 - filed Nov. 3, 2020
- Legacy Wealth Planning 2020 Q2 - filed Aug. 17, 2020
- Legacy Wealth Planning 2020 Q1 - filed May 18, 2020
- Legacy Wealth Planning 2020 Q1 restated - filed May 18, 2020
- Legacy Wealth Planning 2019 Q4 - filed Feb. 12, 2020