LIBERTY WEALTH MANAGEMENT LLC: AIRR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY WEALTH MANAGEMENT LLC on AIRR, newest first. How the timeline and the estimate are built.
LIBERTY WEALTH MANAGEMENT LLC held 15,017 AIRR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 15,017 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $1,653,450.
13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,017 sharesChange vs previous 13F -1,770 shares
0.21% of the 13F portfolio, value $1,653,450.
13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,787 sharesChange vs previous 13F +886 shares
0.21% of the 13F portfolio, value $1,650,504.
13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,901 sharesChange vs previous 13F +247 shares
0.22% of the 13F portfolio, value $1,537,292.
13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,654 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,274,212.
13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).