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Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

ESS holding history

Essex Property Trust, 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.

ESS overviewAll 13F holders of ESSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of ESS by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−681−100.0%Sold outHolders
Q1 2025681$208.8K<0.1%+681NewHolders
Q4 20240$00.0%−681−100.0%Sold outHolders
Q3 2024681$201.0K<0.1%+681NewHolders
Q4 2022––––Not filedHolders
Q3 2022927$224.0K0.1%+927NewHolders
Q2 20220$00.0%−681−100.0%Sold outHolders
Q1 2022681$235.0K0.1%00.0%UnchangedHolders
Q4 2021681$239.0K0.1%00.0%UnchangedHolders
Q3 2021681$218.0K0.1%00.0%UnchangedHolders
Q2 2021681$204.0K0.1%00.0%UnchangedHolders
Q1 2021681$164.0K0.1%––Holders

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