LIBERTY SQUARE WEALTH PARTNERS LLC: T position timeline

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

LIBERTY SQUARE WEALTH PARTNERS LLC held 12,498 T shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 12,498 shares
Change vs previous 13F -467 shares
0.06% of the 13F portfolio, value $258,709.
13F-HR 0001951757-26-001202 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,965 shares
Change vs previous 13F -1,176 shares
0.1% of the 13F portfolio, value $375,855.
13F-HR 0001951757-26-000787 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,141 shares
Change vs previous 13F -142 shares
0.1% of the 13F portfolio, value $351,262.
13F-HR 0001951757-26-000420 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,283 shares
Change vs previous 13F -1,445 shares
0.12% of the 13F portfolio, value $403,352.
13F-HR 0001951757-25-001294 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 15,728 shares
Change vs previous 13F +543 shares
0.16% of the 13F portfolio, value $455,168.
13F-HR 0001951757-25-000994 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 15,185 shares
Change vs previous 13F +25 shares
0.16% of the 13F portfolio, value $429,432.
13F-HR 0001951757-25-000475 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 15,160 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $392,189.
13F-HR 0001951757-25-000275 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
Filed 2025-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).