LIBERTY SQUARE WEALTH PARTNERS LLC
Position in FDBC — Fidelity D & D Bancorp Inc
CIK 2057655
BETHLEHEM, PA
Position in FDBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,863,615
+$295,018 QoQ
Shares Held
36,243
0.0% QoQ
Ownership
0.624%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#10
of 88 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LIBERTY SQUARE WEALTH PARTNERS LLC holds $2,634,529 across 2 Banks - Regional names. FDBC ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDBC |
Fidelity D & D Bancorp Inc
This page
|
36,243 | $1,863,615 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,131 | $770,914 |
All Filings in FDBC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,615 | 36,243 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,568,597 | 36,243 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,577,657 | 36,243 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,588,530 | 36,243 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,675,044 | 36,414 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,515,186 | 36,414 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,777,003 | 36,414 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||