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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001769302-23-000003
Filing Date
2023-11-13
Accepted
2023-11-13 16:00:41
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2067
2 lwm13f_q323.html INFORMATION TABLE  
2 lwm13f_q323.xml INFORMATION TABLE 92029
  Complete submission text file 0001769302-23-000003.txt   95287
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.: 231398390