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LIBERTY SQUARE WEALTH PARTNERS LLC: SMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY SQUARE WEALTH PARTNERS LLC on SMB, newest first. How the timeline and the estimate are built.

LIBERTY SQUARE WEALTH PARTNERS LLC held 21,764 SMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,764 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $377,606.

    13F-HR 0001951757-26-001202 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,762 shares
    Change vs previous 13F -193 shares

    0.11% of the 13F portfolio, value $376,483.

    13F-HR 0001951757-26-000787 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,955 shares
    Change vs previous 13F -11,074 shares

    0.11% of the 13F portfolio, value $382,237.

    13F-HR 0001951757-26-000420 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,029 shares
    Change vs previous 13F +520 shares

    0.18% of the 13F portfolio, value $575,365.

    13F-HR 0001951757-25-001294 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,509 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $561,105.

    13F-HR 0001951757-25-000994 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,509 shares
    Change vs previous 13F +652 shares

    0.21% of the 13F portfolio, value $557,042.

    13F-HR 0001951757-25-000475 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,857 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $546,666.

    13F-HR 0001951757-25-000275 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).