LIBERTY WEALTH MANAGEMENT LLC
Q4 2021 13F Holdings
Location
Oakland, CA
Holdings as of
12/31/2021
Value ($000)
$2,304,249
Num holdings
198
Date filed
2/14/2022
Form type
13F-HR
Prev filing
11/15/2021
Next filing
5/9/2022
SEC
View on sec.gov
Compare Q4 2021 to
2024 Q3
2024 Q2
2024 Q1
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2023 Q2
2023 Q1
2022 Q3
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2021 Q3
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