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Liberty Wealth Management LLCETFConcentrated long-term

CIK: 0001769302 | OAKLAND, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR268$800.4M2026-08-06SEC ↗
Q1 2026
13F-HR268$800.4M2026-05-12SEC ↗
Q4 2025
13F-HR249$774.7M2026-02-04SEC ↗
Q3 2025
13F-HR250$710.2M2025-10-31SEC ↗
Q2 2025
13F-HR233$637.9M2025-08-01SEC ↗
Q1 2025Amended
13F-HR/A296$545.7M2025-05-09SEC ↗
Q4 2024
13F-HR229$599.9M2025-02-10SEC ↗
Q3 2024
13F-HR230$588.6M2024-11-04SEC ↗
Q2 2024
13F-HR233$5.7M2024-08-07SEC ↗
Q1 2024
13F-HR187$13.0M2024-05-03SEC ↗
Q4 2023
13F-HR173$11.0M2024-02-09SEC ↗
Q3 2023
13F-HR174$6.5M2023-11-13SEC ↗
Q2 2023
13F-HR191$404.7M2023-08-10SEC ↗
Q1 2023
13F-HR230$484.6M2023-05-03SEC ↗
Q3 2022
13F-HR173$6.8M2022-11-15SEC ↗
Q2 2022
13F-HR165$4.9M2022-08-15SEC ↗
Q1 2022
13F-HR175$4.0M2022-05-09SEC ↗
Q4 2021
13F-HR198$5.2M2022-02-15SEC ↗
Q3 2021
13F-HR1847$5.1M2021-11-15SEC ↗
Q2 2021Amended
13F-HR/A1138$3.4M2021-08-13SEC ↗
Q1 2021
13F-HR1017$656.3K2021-05-17SEC ↗
Q4 2020
13F-HR1073$334.2K2021-02-09SEC ↗
Q3 2020
13F-HR889$2.7M2020-11-05SEC ↗
Q2 2020
13F-HR893$1.9M2020-08-04SEC ↗
Q1 2020
13F-HR935$2.2M2020-04-27SEC ↗
Q4 2019
13F-HR938$2.5M2020-02-05SEC ↗
Q3 2019
13F-HR889$1.8M2019-10-30SEC ↗
Q2 2019
13F-HR935$2.2M2019-07-30SEC ↗
Q1 2019
13F-HR797$1.7M2019-04-18SEC ↗
Q4 2018
13F-HR826$2.3M2019-03-26SEC ↗