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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

ALL holding history

Allstate Corp in every 13F filed by Liberty Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALL overviewAll 13F holders of ALLFull Q2 2026 holdings

Shares (Q2 2026)
1,743
Value
$361.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ALL by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,743$361.5K<0.1%00.0%UnchangedHolders
Q1 20261,743$361.5K<0.1%+4+0.2%AddedHolders
Q4 20251,739$362.0K<0.1%+62+3.7%AddedHolders
Q3 20251,677$359.9K0.1%00.0%UnchangedHolders
Q2 20251,677$337.7K0.1%+1+0.1%AddedHolders
Q1 20251,676$347.1K0.1%−332−16.5%ReducedHolders
Q4 20242,008$387.1K0.1%+378+23.2%AddedHolders
Q3 20241,630$309.0K0.1%00.0%UnchangedHolders
Q2 20241,630$260.0K<0.1%00.0%UnchangedHolders
Q1 20241,630$282.0K0.1%00.0%UnchangedHolders
Q4 20231,630$228.0K<0.1%−545−25.1%ReducedHolders
Q3 20232,175$242.0K0.1%00.0%UnchangedHolders
Q2 20232,175$237.2K0.1%−58−2.6%ReducedHolders
Q1 20232,233$248.4K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20222,183$271.0K0.1%00.0%UnchangedHolders
Q2 20222,183$276.0K0.1%00.0%UnchangedHolders
Q1 20222,183$302.0K0.1%00.0%UnchangedHolders
Q4 20212,183$256.0K0.1%−8−0.4%ReducedHolders
Q3 20212,191$279.0K0.1%−271−11.0%ReducedHolders
Q2 20212,462$321.0K0.1%+10.0%AddedHolders
Q1 20212,461$267.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.