Filing History
LIBERTY WEALTH MANAGEMENT LLC
12 parsed filings · CIK 0001769302
- 13F HOLDINGS REPORTQ/E Dec 2025249 pos · $774.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025251 pos · $710.2MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025233 pos · $637.9MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025158 pos · $522.7MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025296 pos · $545.7MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024229 pos · $599.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024230 pos · $588.6MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024233 pos · $545,520SEC
- 13F HOLDINGS REPORTQ/E Mar 2024187 pos · $512,387SEC
- 13F HOLDINGS REPORTQ/E Dec 2023174 pos · $401,766SEC
- 13F HOLDINGS REPORTQ/E Sep 2023191 pos · $404.7MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023230 pos · $484.6MSEC