Filer · Institutional
LIBERTY WEALTH MANAGEMENTLLC
CIK 0001769302TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q1 202613F-HR
0001769302-26-000002 · filed 2026-05-12
268
positions
Q4 202513F-HR
0001769302-26-000001 · filed 2026-02-04
249
positions
Q3 202513F-HR
0001769302-25-000008 · filed 2025-10-31
250
positions
Q2 202513F-HR
0001769302-25-000006 · filed 2025-08-01
233
positions
Q1 202513F-HR
0001769302-25-000004 · filed 2025-05-09
296
positions
Q1 202513F-HR/A
0001769302-25-000005 · filed 2025-05-12
158
positions
Q4 202413F-HR
0001769302-25-000001 · filed 2025-02-10
229
positions
Q3 202413F-HR
0001769302-24-000005 · filed 2024-11-04
230
positions
Q2 202413F-HR
0001769302-24-000003 · filed 2024-08-07
233
positions
Q1 202413F-HR
0001769302-24-000002 · filed 2024-05-03
187
positions
Q4 202313F-HR
0001769302-24-000001 · filed 2024-02-09
170
positions
Q3 202313F-HR
0001769302-23-000003 · filed 2023-11-13
174
positions
Q2 202313F-HR
0001172661-23-002874 · filed 2023-08-10
191
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.