Current Market Value 305,812,599
Current Holdings 69
Most Recent File Date 2025-07-25
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Libra Wealth Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 69 305,813
2025-04-25 2025-03-31 13F-HR 63 266,538
2025-01-22 2024-12-31 13F-HR 53 257,185
2024-10-23 2024-09-30 13F-HR 57 250,297
2024-08-13 2024-06-30 13F-HR 53 230,985
2024-04-30 2024-03-31 13F-HR 55 228,206
2024-01-29 2023-12-31 13F-HR 52 201,255
2023-10-30 2023-09-30 13F-HR 50 180,668
2023-08-10 2023-06-30 13F-HR 52 183,174
2023-05-02 2023-03-31 13F-HR 49 172,484
2023-01-31 2022-12-31 13F-HR 47 3,655,324
2022-10-26 2022-09-30 13F-HR 45 155,367
2022-07-22 2022-06-30 13F-HR 41 139,671
2022-04-29 2022-03-31 13F-HR 34 174,528
2022-04-28 2021-12-31 13F-HR 28 154,776