| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 47 |
None |
|
|
|
Non-Regulated Fund |
|
943661.20 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 48 |
None |
|
|
|
Non-Regulated Fund |
|
640422.73 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 49 |
None |
|
|
|
Non-Regulated Fund |
|
1301999.08 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 50 |
None |
|
|
|
Non-Regulated Fund |
|
389415.36 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 51 |
None |
|
Liberty Capital Markets Inc. |
|
Non-Regulated Fund |
|
230039.44 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 52 |
None |
|
Liberty Capital Markets Inc. |
|
Non-Regulated Fund |
|
154105.48 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 53 |
None |
|
|
|
Non-Regulated Fund |
|
406187.36 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 54 |
None |
|
Liberty National Bank |
|
Non-Regulated Fund |
|
202189.79 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 55 |
None |
|
|
|
Non-Regulated Fund |
|
1373135.48 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 56 |
None |
|
Liberty National Bank |
|
Non-Regulated Fund |
|
1099006.57 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 57 |
None |
|
|
|
Non-Regulated Fund |
|
963059.43 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 58 |
None |
|
|
|
Non-Regulated Fund |
|
445061.08 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 59 |
None |
|
Liberty International Finance Ltd. |
|
Non-Regulated Fund |
|
888222.44 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
Day 60 |
None |
|
Liberty Capital Markets Inc. |
|
Non-Regulated Fund |
|
97035.21 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
61 - 67 Days |
None |
|
|
|
Non-Regulated Fund |
|
103574.37 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
68 - 74 Days |
None |
|
Liberty Capital Markets Inc. |
|
Non-Regulated Fund |
|
646023.48 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
75 - 82 Days |
None |
|
|
|
Non-Regulated Fund |
|
707037.00 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
83 - 90 Days |
None |
|
|
|
Non-Regulated Fund |
|
1187936.51 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
91 - 120 Days |
None |
|
|
|
Non-Regulated Fund |
|
1460138.67 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
121 - 150 Days |
None |
|
Liberty Capital Markets Inc. |
|
Non-Regulated Fund |
|
97088.60 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
151 - 179 Days |
None |
|
Liberty Mortgage Services Corp. |
|
Non-Regulated Fund |
|
367663.47 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
180 - 270 Days |
None |
|
Liberty Mortgage Services Corp. |
|
Non-Regulated Fund |
|
254970.51 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
271 - 364 Days |
None |
|
Liberty Capital Markets Inc. |
|
Non-Regulated Fund |
|
753417.66 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
>= 1 Yr <= 2 Yr |
None |
|
|
|
Non-Regulated Fund |
|
629407.84 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.1 |
Onshore Placements |
USD |
|
>2 Yr <= 3 Yr |
None |
|
Liberty International Finance Ltd. |
|
Non-Regulated Fund |
|
755108.59 |
|
|
|
Yes |
None |