• 13F History

LIBERTY SQUARE WEALTH PARTNERS LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 24, 2025
Value $
$273M
Signature - Title
Allen Hamilton - Chief Compliance Officer
Location
Bethlehem, PA
Summary
This page shows a list of all the recent 13F filings made by LIBERTY SQUARE WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBERTY SQUARE WEALTH PARTNERS LLC reported 154 stock holdings with total value $273M as of Q4 2024. Top holdings included VOO, SPLG, AAPL, RDVY, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 154 $273M $0 $0 VOO, SPLG, AAPL, RDVY, SCHD 13F-HR 2/24/2025, 12:13 PM