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LIBERTY WEALTH MANAGEMENT LLC: WM position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 16,370 WM 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 16,370 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $3,761,692.

    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 16,370 shares
    Change vs previous 13F +28 shares

    0.47% of the 13F portfolio, value $3,761,692.

    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 16,342 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $3,590,574.

    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 16,341 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $3,608,519.

    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 16,340 shares
    Change vs previous 13F +2 shares

    0.59% of the 13F portfolio, value $3,738,940.

    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 16,338 shares
    Change vs previous 13F +2 shares

    0.72% of the 13F portfolio, value $3,782,315.

    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 16,336 shares
    Change vs previous 13F +1 shares

    0.55% of the 13F portfolio, value $3,296,452.

    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 16,335 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,391,000.

    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).