LIBERTY WEALTH MANAGEMENT LLC: ICLN position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 0 ICLN shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -26,171 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F/A 26,171 shares
Change vs previous 13F +1,750 shares
0.06% of the 13F portfolio, value $298,867.
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).
period ended2024-12-31
13F 24,421 shares
Change vs previous 13F +1,176 shares
0.05% of the 13F portfolio, value $277,906.
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).
period ended2024-09-30
13F 23,245 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $341,000.
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).