LIBERTY WEALTH MANAGEMENT LLC: DIHP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY WEALTH MANAGEMENT LLC on DIHP, newest first. How the timeline and the estimate are built.
LIBERTY WEALTH MANAGEMENT LLC held 248,733 DIHP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 248,733 sharesChange vs previous 13F 0 shares
1% of the 13F portfolio, value $8,014,185.
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 248,733 sharesChange vs previous 13F -587 shares
1% of the 13F portfolio, value $8,014,185.
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 249,320 sharesChange vs previous 13F -10,298 shares
1.02% of the 13F portfolio, value $7,894,715.
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 259,618 sharesChange vs previous 13F +1,209 shares
1.11% of the 13F portfolio, value $7,891,089.
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 258,409 sharesChange vs previous 13F -13,773 shares
1.19% of the 13F portfolio, value $7,620,471.
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 272,182 sharesChange vs previous 13F +1,259 shares
1.4% of the 13F portfolio, value $7,332,817.
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 270,923 sharesChange vs previous 13F +5,195 shares
1.14% of the 13F portfolio, value $6,832,690.
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 265,728 sharesChange vs previous 13F not available
1.25% of the 13F portfolio, value $7,361,000.
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).