LIBERTY WEALTH MANAGEMENT LLC: IBTI position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 12,656 IBTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 12,656 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $282,009.
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).
period ended2026-03-31
13F 12,656 shares
Change vs previous 13F +63 shares
0.04% of the 13F portfolio, value $282,009.
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).
period ended2025-12-31
13F 12,593 shares
Change vs previous 13F +132 shares
0.04% of the 13F portfolio, value $281,638.
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).
period ended2025-09-30
13F 12,461 shares
Change vs previous 13F +103 shares
0.04% of the 13F portfolio, value $278,939.
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).
period ended2025-06-30
13F 12,358 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $276,333.
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).