LIBERTY WEALTH MANAGEMENT LLC
Q1 2023 13F Holdings
Location
Oakland, CA
Holdings as of
3/31/2023
Value ($000)
$484,599
Num holdings
230
Date filed
5/3/2023
Form type
13F-HR
Prev filing
11/15/2022
Next filing
8/10/2023
SEC
View on sec.gov
Compare Q1 2023 to
2023 Q4
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2022 Q1
2021 Q4
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2021 Q2
2021 Q2 - RESTATEMENT
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type