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LIBERTY WEALTH MANAGEMENT LLC: IEMG position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 266,950 IEMG 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 266,950 shares
    Change vs previous 13F 0 shares

    2.33% of the 13F portfolio, value $18,622,443.

    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 266,950 shares
    Change vs previous 13F +63,024 shares

    2.33% of the 13F portfolio, value $18,622,443.

    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 203,926 shares
    Change vs previous 13F +9,554 shares

    1.77% of the 13F portfolio, value $13,686,644.

    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 194,372 shares
    Change vs previous 13F +14,082 shares

    1.8% of the 13F portfolio, value $12,813,085.

    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 180,290 shares
    Change vs previous 13F +51,424 shares

    1.7% of the 13F portfolio, value $10,821,935.

    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 128,866 shares
    Change vs previous 13F +52,690 shares

    1.33% of the 13F portfolio, value $6,951,762.

    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 76,176 shares
    Change vs previous 13F +50,924 shares

    0.66% of the 13F portfolio, value $3,976,222.

    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 25,252 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,450,000.

    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).