| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
286947.94 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-11 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
144421.94 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-2 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
75982.11 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-3 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
254829.49 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-4 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
126203.73 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-5 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
237989.73 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-6 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
163815.61 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-7 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
158239.09 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-8 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
240136.59 |
None |
USD |
|
>5 Yr |
None |
|
|
|
L-9 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
254149.02 |
None |
USD |
|
>5 Yr |
None |
|
|
|
LC-1 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
76113.83 |
None |
USD |
|
>5 Yr |
None |
|
|
|
LC-2 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
207433.55 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-1 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
281544.18 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-2 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
265779.83 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-3 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
138953.11 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-4 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
272526.28 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-5 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
80612.28 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-6 |
Yes |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
259640.84 |
None |
USD |
|
>5 Yr |
None |
|
|
|
N-7 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
31234.34 |
None |
USD |
|
>5 Yr |
None |
|
|
|
P-1 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
188028.72 |
None |
USD |
|
>5 Yr |
None |
|
|
|
P-2 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
189478.34 |
None |
USD |
|
>5 Yr |
None |
|
|
|
S-8 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
25207.23 |
None |
USD |
|
>5 Yr |
None |
|
|
|
Y-1 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
243235.10 |
None |
USD |
|
>5 Yr |
None |
|
|
|
Y-2 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
289192.76 |
None |
USD |
|
>5 Yr |
None |
|
|
|
Y-3 |
No |
|
|
|
| 2025-10-09 |
Liberty Wealth Management LLC |
I.A.3 |
Unrestricted Reserve Balances |
|
265738.64 |
None |
USD |
|
>5 Yr |
None |
|
|
|
Y-4 |
Yes |
|
|
|