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LIBERTY WEALTH MANAGEMENT LLC: TLT position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 10,514 TLT 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 10,514 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $911,444.

    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 10,514 shares
    Change vs previous 13F -4,124 shares

    0.11% of the 13F portfolio, value $911,444.

    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 14,638 shares
    Change vs previous 13F -848 shares

    0.16% of the 13F portfolio, value $1,275,825.

    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 15,486 shares
    Change vs previous 13F -678 shares

    0.19% of the 13F portfolio, value $1,383,968.

    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 16,164 shares
    Change vs previous 13F +16,164 shares

    0.22% of the 13F portfolio, value $1,426,592.

    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 0 shares
    Change vs previous 13F -56,723 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 56,723 shares
    Change vs previous 13F -12,770 shares

    0.82% of the 13F portfolio, value $4,944,676.

    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 69,493 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $6,817,000.

    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).