Current Market Value 637,910,313
Current Holdings 233
Most Recent File Date 2025-08-01
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Liberty Wealth Management Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 233 637,910
2025-05-12 2025-03-31 13F-HR/A 1 R 158 522,739
2025-05-09 2025-03-31 13F-HR 296 545,733
2025-02-10 2024-12-31 13F-HR 229 599,926
2024-11-04 2024-09-30 13F-HR 230 588,569
2024-08-07 2024-06-30 13F-HR 233 546
2024-05-03 2024-03-31 13F-HR 187 512
2024-02-09 2023-12-31 13F-HR 170 466
2023-11-13 2023-09-30 13F-HR 174 402
2023-08-10 2023-06-30 13F-HR 191 404,748
2023-05-03 2023-03-31 13F-HR 230 484,599
2022-11-15 2022-09-30 13F-HR 149 374,958
2022-08-15 2022-06-30 13F-HR 149 246,529
2022-05-09 2022-03-31 13F-HR 158 277,083
2022-02-15 2021-12-31 13F-HR 167 2,304,249
2021-11-15 2021-09-30 13F-HR 1227 280,335
2021-08-13 2021-06-30 13F-HR/A 1 R 1119 257,188
2021-08-13 2021-06-30 13F-HR 1120 3,224,667
2021-05-17 2021-03-31 13F-HR 1017 204,769
2021-02-09 2020-12-31 13F-HR 1065 204,340
2020-11-05 2020-09-30 13F-HR 889 169,638
2020-08-04 2020-06-30 13F-HR 893 142,124
2020-04-27 2020-03-31 13F-HR 935 114,476
2020-02-05 2019-12-31 13F-HR 937 126,909
2019-10-30 2019-09-30 13F-HR 886 105,691
2019-07-30 2019-06-30 13F-HR 934 114,033
2019-04-18 2019-03-31 13F-HR 796 132,794
2019-03-26 2018-12-31 13F-HR 823 134,097