LIBERTY WEALTH MANAGEMENT LLC: XLF position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 7,270 XLF 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 7,270 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $358,934.
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 7,270 shares
Change vs previous 13F -320 shares
0.04% of the 13F portfolio, value $358,934.
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 7,590 shares
Change vs previous 13F -586 shares
0.05% of the 13F portfolio, value $415,727.
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 8,176 shares
Change vs previous 13F +195 shares
0.06% of the 13F portfolio, value $440,438.
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 7,981 shares
Change vs previous 13F +590 shares
0.07% of the 13F portfolio, value $417,946.
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 7,391 shares
Change vs previous 13F +5 shares
0.07% of the 13F portfolio, value $368,159.
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).
period ended2024-12-31
13F 7,386 shares
Change vs previous 13F +222 shares
0.06% of the 13F portfolio, value $356,970.
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 7,164 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $325,000.
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).