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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606587-22-001785
Filing Date
2022-08-15
Accepted
2022-08-15 12:30:47
Documents
2
Period of Report
2022-06-30
Effectiveness Date
2022-08-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2085
2 DESCRIPTION FOR INFORMATION TABLE form13InfoTable.html INFORMATION TABLE  
2 DESCRIPTION FOR INFORMATION TABLE form13InfoTable.xml INFORMATION TABLE 69530
  Complete submission text file 0001606587-22-001785.txt   72857
Mailing Address 411 30TH STREET 2ND FLOOR OAKLAND CA 94609
Business Address 411 30TH STREET 2ND FLOOR OAKLAND CA 94609 510-658-1880
LIBERTY WEALTH MANAGEMENT LLC (Filer) CIK: 0001769302 (see all company filings)

IRS No.: 384019328 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19450 | Film No.: 221164064