LIBERTY WEALTH MANAGEMENT LLC: BINC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY WEALTH MANAGEMENT LLC on BINC, newest first. How the timeline and the estimate are built.
LIBERTY WEALTH MANAGEMENT LLC held 51,750 BINC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 51,750 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $2,687,389.
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 51,750 sharesChange vs previous 13F -1,444 shares
0.34% of the 13F portfolio, value $2,687,389.
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 53,194 sharesChange vs previous 13F -1,666 shares
0.36% of the 13F portfolio, value $2,804,898.
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 54,860 sharesChange vs previous 13F +3,922 shares
0.41% of the 13F portfolio, value $2,920,763.
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 50,938 sharesChange vs previous 13F +2,256 shares
0.42% of the 13F portfolio, value $2,691,571.
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).
- period ended2025-03-3113F/A 48,682 sharesChange vs previous 13F +5,339 shares
0.49% of the 13F portfolio, value $2,540,253.
13F-HR/A 0001769302-25-000005 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 ended2024-12-3113F 43,343 sharesChange vs previous 13F +10,276 shares
0.37% of the 13F portfolio, value $2,238,115.
13F-HR 0001769302-25-000001 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 ended2024-09-3013F 33,067 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $1,770,000.
13F-HR 0001769302-24-000005 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).