Skip to main content

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
988
Value
$836.4K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of GS by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026988$836.4K0.1%00.0%UnchangedHolders
Q1 2026988$836.4K0.1%+12+1.2%AddedHolders
Q4 2025976$857.5K0.1%−39−3.8%ReducedHolders
Q3 20251,015$807.9K0.1%+31+3.2%AddedHolders
Q2 2025984$696.3K0.1%+295+42.8%AddedHolders
Q1 2025689$376.4K0.1%−28−3.9%ReducedHolders
Q4 2024717$411.1K0.1%−4−0.6%ReducedHolders
Q3 2024721$357.0K0.1%−180,683−99.6%ReducedHolders
Q2 2024181,404$507.0K0.1%+180,473+19,384.9%AddedHolders
Q1 2024931$389.0K0.1%+1+0.1%AddedHolders
Q4 2023930$359.0K0.1%+930NewHolders
Q3 20230$00.0%−658−100.0%Sold outHolders
Q2 2023658$212.2K0.1%−1,412−68.2%ReducedHolders
Q1 20232,070$660.1K0.1%–No prior filingHolders
Q4 20210$00.0%−270−100.0%Sold outHolders
Q3 2021270$102.0K<0.1%00.0%UnchangedHolders
Q2 2021270$102.0K<0.1%00.0%UnchangedHolders
Q1 2021270$74.0K<0.1%––Holders

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