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LIBERTY WEALTH MANAGEMENT LLC: DFLV position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 382,353 DFLV 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 382,353 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $13,657,328.

    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 382,353 shares
    Change vs previous 13F -4,457 shares

    1.71% of the 13F portfolio, value $13,657,328.

    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 386,810 shares
    Change vs previous 13F -10,074 shares

    1.71% of the 13F portfolio, value $13,232,768.

    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 396,884 shares
    Change vs previous 13F -1,035 shares

    1.84% of the 13F portfolio, value $13,057,494.

    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 397,919 shares
    Change vs previous 13F -7,506 shares

    1.94% of the 13F portfolio, value $12,348,226.

    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 405,425 shares
    Change vs previous 13F -6,125 shares

    2.37% of the 13F portfolio, value $12,393,845.

    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 411,550 shares
    Change vs previous 13F -1,125 shares

    2.06% of the 13F portfolio, value $12,354,490.

    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 412,675 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $12,715,000.

    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).