LIBERTY WEALTH MANAGEMENT LLC: SPMB position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 0 SPMB shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -9,600 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 9,600 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $215,424.
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).