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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
7,448
Value
$387.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of USB by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,448$387.4K<0.1%00.0%UnchangedHolders
Q1 20267,448$387.4K<0.1%−1,345−15.3%ReducedHolders
Q4 20258,793$469.2K0.1%+1,072+13.9%AddedHolders
Q3 20257,721$373.2K0.1%+19+0.2%AddedHolders
Q2 20257,702$348.5K0.1%−186−2.4%ReducedHolders
Q1 20257,888$333.0K0.1%−622−7.3%ReducedHolders
Q4 20248,510$407.0K0.1%+87+1.0%AddedHolders
Q3 20248,423$385.0K0.1%−105−1.2%ReducedHolders
Q2 20248,528$339.0K0.1%+225+2.7%AddedHolders
Q1 20248,303$371.0K0.1%−115−1.4%ReducedHolders
Q4 20238,418$364.0K0.1%+35+0.4%AddedHolders
Q3 20238,383$277.0K0.1%+521+6.6%AddedHolders
Q2 20237,862$259.8K0.1%−67−0.8%ReducedHolders
Q1 20237,929$285.8K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20225,739$231.0K0.1%+440+8.3%AddedHolders
Q2 20225,299$243.0K0.1%−73−1.4%ReducedHolders
Q1 20225,372$285.0K0.1%––Holders
Q4 2021–$308.0K0.1%––Holders
Q3 20216,839$408.0K0.1%+1,791+35.5%AddedHolders
Q2 20215,048$288.0K0.1%+838+19.9%AddedHolders
Q1 20214,210$180.0K0.1%––Holders

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