LIBERTY WEALTH MANAGEMENT LLC: FLRN position timeline

LIBERTY WEALTH MANAGEMENT LLC held 24,093 FLRN 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 24,093 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $741,571.

   13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 24,093 shares

   Change vs previous 13F +10,949 shares

   0.09% of the 13F portfolio, value $741,571.

   13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 13,144 shares

   Change vs previous 13F +3,704 shares

   0.05% of the 13F portfolio, value $403,915.

   13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,440 shares

   Change vs previous 13F +116 shares

   0.04% of the 13F portfolio, value $291,308.

   13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,324 shares

   Change vs previous 13F -8,356 shares

   0.05% of the 13F portfolio, value $287,472.

   13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 17,680 shares

   Change vs previous 13F +4,091 shares

   0.1% of the 13F portfolio, value $544,900.

   13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 13,589 shares

   Change vs previous 13F +13,589 shares

   0.07% of the 13F portfolio, value $417,584.

   13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.