Skip to main content

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

ENPH holding history

Enphase Energy, Inc. 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.

ENPH overviewAll 13F holders of ENPHFull Q2 2026 holdings

Shares (Q2 2026)
146,338
Value
$5.53M
% of portfolio
0.7%
Quarters held
12
Since Q3 2023
Holdings of ENPH by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146,338$5.53M0.7%00.0%UnchangedHolders
Q1 2026146,338$5.53M0.7%+16,271+12.5%AddedHolders
Q4 2025130,067$4.17M0.5%+453+0.3%AddedHolders
Q3 2025129,614$4.59M0.6%−20.0%ReducedHolders
Q2 2025129,616$5.14M0.8%+20.0%AddedHolders
Q1 2025129,614$8.04M1.5%+7,722+6.3%AddedHolders
Q4 2024121,892$8.37M1.4%−30.0%ReducedHolders
Q3 2024121,895$13.8M2.3%−77−0.1%ReducedHolders
Q2 2024121,972$12.2M2.2%+6,705+5.8%AddedHolders
Q1 2024115,267$13.9M2.7%00.0%UnchangedHolders
Q4 2023115,267$15.2M3.3%+6,891+6.4%AddedHolders
Q3 2023108,376$13.0M3.2%+108,376NewHolders