LIBERTY WEALTH MANAGEMENT LLC

Business address
411 30 Th Street, 2 Nd Floor, Oakland, CA, 94609
Top securities (13F)
DFAU, DFAC, IVW, QUAL, AAPL, DYNF, DUHP, IVV, IVE, NVDA, IUSB, DFIC, DFCF, VTI, DFAI, DFLV, IEMG, MSFT, OEF, and IYW
State of incorporation
CA
Fiscal year end
31 December
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LIBERTY WEALTH MANAGEMENT LLC has filed 31 SEC EDGAR filings since 26 Mar 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-19450
N-PX Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-19450
13F-HR Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-19450
13F-HR/A Open Document Open Filing 12 May 2025 31 Mar 2025 028-19450
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-19450
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-19450
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-19450
N-PX Open Document Open Filing 07 Aug 2024 30 Jun 2024 028-19450
13F-HR Open Document Open Filing 07 Aug 2024 30 Jun 2024 028-19450
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-19450
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-19450
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-19450
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-19450
13F-HR Open Document Open Filing 03 May 2023 31 Mar 2023 028-19450
13F-HR Open Document Open Filing 15 Nov 2022 30 Sep 2022 028-19450
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-19450
13F-HR Open Document Open Filing 09 May 2022 31 Mar 2022 028-19450
13F-HR Open Document Open Filing 15 Feb 2022 31 Dec 2021 028-19450
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-19450
13F-HR/A Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-19450
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-19450
13F-HR Open Document Open Filing 17 May 2021 31 Mar 2021 028-19450
13F-HR Open Document Open Filing 09 Feb 2021 31 Dec 2020 028-19450
13F-HR Open Document Open Filing 05 Nov 2020 30 Sep 2020 028-19450
13F-HR Open Document Open Filing 04 Aug 2020 30 Jun 2020 028-19450
13F-HR Open Document Open Filing 27 Apr 2020 31 Mar 2020 028-19450
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-19450
13F-HR Open Document Open Filing 30 Oct 2019 30 Sep 2019 028-19450
13F-HR Open Document Open Filing 30 Jul 2019 30 Jun 2019 028-19450
13F-HR Open Document Open Filing 18 Apr 2019 31 Mar 2019 028-19450
13F-HR Open Document Open Filing 26 Mar 2019 31 Dec 2018 028-19450