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LIBERTY WEALTH MANAGEMENT LLC: DFAU position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 719,165 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 719,165 shares
    Change vs previous 13F 0 shares

    4.06% of the 13F portfolio, value $32,469,951.

    13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT 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 719,165 shares
    Change vs previous 13F -84,559 shares

    4.06% of the 13F portfolio, value $32,469,951.

    13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT 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 803,724 shares
    Change vs previous 13F -9,864 shares

    4.85% of the 13F portfolio, value $37,604,217.

    13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT 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 813,588 shares
    Change vs previous 13F -14,608 shares

    5.24% of the 13F portfolio, value $37,229,786.

    13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT 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 828,196 shares
    Change vs previous 13F +13,709 shares

    5.5% of the 13F portfolio, value $35,082,371.

    13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT 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/A 814,487 shares
    Change vs previous 13F +61,137 shares

    5.99% of the 13F portfolio, value $31,309,902.

    13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT 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 753,350 shares
    Change vs previous 13F +34,877 shares

    5.08% of the 13F portfolio, value $30,503,118.

    13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 718,473 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $28,520,000.

    13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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