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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001420506-21-001692
Filing Date
2021-11-15
Accepted
2021-11-15 14:43:38
Documents
2
Period of Report
2021-09-30
Effectiveness Date
2021-11-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2314
2 INFORMATION TABLE FOR LIBERTY WEALTH MANAGEMENT LLC Form13F_InfoTable.html INFORMATION TABLE  
2 INFORMATION TABLE FOR LIBERTY WEALTH MANAGEMENT LLC Form13F_InfoTable.xml INFORMATION TABLE 769430
  Complete submission text file 0001420506-21-001692.txt   773006
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.: 211409305