Position in S
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$245,216
+$59,100 QoQ
Shares Held
14,450
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#316
of 484 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LIBERTY WEALTH MANAGEMENT LLC holds $12,531,300 across 5 Software - Infrastructure names. S ranks #5 (2.0% of the industry book) .
All Filings in S
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,216 | 14,450 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $186,116 | 14,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $216,705 | 14,447 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $254,411 | 14,447 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $264,091 | 14,447 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $262,646 | 14,447 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $749,916 | 33,780 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $808,017 | 33,780 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $711,069 | 33,780 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $787,411 | 33,780 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $926,923 | 33,780 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $569,530 | 33,780 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $510,078 | 33,780 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $552,640 | 33,780 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $863,416 | 33,780 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $788,087 | 33,780 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,308,637 | 33,780 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,705,552 | 33,780 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||