LIBERTY WEALTH MANAGEMENT LLC: IWD position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 1,319 IWD 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 1,319 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $281,765.
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 1,319 shares
Change vs previous 13F -130 shares
0.04% of the 13F portfolio, value $281,765.
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 1,449 shares
Change vs previous 13F -103 shares
0.04% of the 13F portfolio, value $304,855.
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 1,552 shares
Change vs previous 13F +216 shares
0.04% of the 13F portfolio, value $315,879.
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 1,336 shares
Change vs previous 13F +1,336 shares
0.04% of the 13F portfolio, value $259,472.
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).
period ended2025-03-31
13F/A 0 shares
Change vs previous 13F -1,359 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 1,359 shares
Change vs previous 13F -50 shares
0.04% of the 13F portfolio, value $251,541.
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 1,409 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $267,000.
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).