LIBERTY WEALTH MANAGEMENT LLC: MPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY WEALTH MANAGEMENT LLC on MPC, newest first. How the timeline and the estimate are built.
LIBERTY WEALTH MANAGEMENT LLC held 1,314 MPC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,314 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $320,627.
13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,314 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $320,627.
13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,313 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $213,534.
13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,313 sharesChange vs previous 13F +15 shares
0.04% of the 13F portfolio, value $253,072.
13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,298 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $215,636.
13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).