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LIBERTY WEALTH MANAGEMENT LLC: ENPH position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 146,338 ENPH 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 146,338 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $5,533,040.

    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 146,338 shares
    Change vs previous 13F +16,271 shares

    0.69% of the 13F portfolio, value $5,533,040.

    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 130,067 shares
    Change vs previous 13F +453 shares

    0.54% of the 13F portfolio, value $4,168,647.

    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 129,614 shares
    Change vs previous 13F -2 shares

    0.65% of the 13F portfolio, value $4,587,039.

    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 129,616 shares
    Change vs previous 13F +2 shares

    0.81% of the 13F portfolio, value $5,139,274.

    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 129,614 shares
    Change vs previous 13F +7,722 shares

    1.54% of the 13F portfolio, value $8,042,549.

    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 121,892 shares
    Change vs previous 13F -3 shares

    1.4% of the 13F portfolio, value $8,371,543.

    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 121,895 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $13,777,000.

    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).