Alphabet Inc.
BG ˙ BUL ˙ US02079K3059
SecurityBG:ABEA / Alphabet Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership12,281 shares
Latest Disclosed Value $ 3,534,080
Liberty Wealth Management Llc reports 8.40% increase in ownership of ABEA / Alphabet Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 12,281 shares of Alphabet Inc. (BG:ABEA) valued at $3,534,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 11,329 shares of Alphabet Inc.. This represents a change in shares of 8.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ALPHABET CAP STK CL A 02079K305 12,281 952 8.40 3,534 -0.28 0.4415
2026-02-04 2025-12-31 13F ALPHABET COM 02079K305 11,329 -341 -2.92 3,545 24.96 0.4575
2025-10-31 2025-09-30 13F ALPHABET COM 02079K305 11,670 -931 -7.39 2,837 27.12 0.3995
2025-08-01 2025-06-30 13F ALPHABET COM 02079K305 12,601 1,291 11.41 2,231 27.63 0.3498
2025-05-12 2025-03-31 13F/A-1 ALPHABET COM 02079K305 11,310 196 1.76 1,749 -16.88 0.3346
2025-05-09 2025-03-31 13F ALPHABET COM 02079K305 446,903 435,789 1,313 0.2407
2025-02-10 2024-12-31 13F ALPHABET COM 02079K305 11,114 1,906 20.70 2,104 37.72 0.3507
2024-11-04 2024-09-30 13F ALPHABET CAP STK CL A 02079K305 9,208 -60,145 -86.72 1,527 152,600.00 0.2594
2024-08-07 2024-06-30 13F ALPHABET CAP STK CL A 02079K305 69,353 69,353 2 0.2894
2024-05-03 2024-03-31 13F ALPHABET CAP STK CL A 02079K305 0 -7,804 -100.00 0 -100.00
2024-02-09 2023-12-31 13F ALPHABET CAP STK CL A 02079K305 7,804 561 7.75 1 0.2337
2023-11-13 2023-09-30 13F ALPHABET CAP STK CL A 02079K305 7,243 -29 -0.40 1 -100.00 0.2360
2023-08-10 2023-06-30 13F ALPHABET CAP STK CL A 02079K305 7,272 224 3.18 870 19.02 0.2151
2023-05-03 2023-03-31 13F ALPHABET CAP STK CL A 02079K305 7,048 568 8.77 732 18.09 0.1510
2022-11-15 2022-09-30 13F ALPHABET CAP STK CL A 02079K305 6,480 6,172 2,003.90 619 -7.75 0.1651
2022-08-15 2022-06-30 13F ALPHABET CAP STK CL A 02079K305 308 50 19.38 671 -6.42 0.2722
2022-05-09 2022-03-31 13F ALPHABET CAP STK CL A 02079K305 258 27 11.69 717 7.17 0.2588
2022-02-15 2021-12-31 13F ALPHABET CAP STK CL A 02079K305 231 -45 -16.30 669 -9.84 0.0290
2021-11-15 2021-09-30 13F ALPHABET CAP STK CL A 02079K305 276 20 7.81 742 18.72 0.2647
2021-08-13 2021-06-30 13F/A-1 ALPHABET CAP STK CL A 02079K305 256 -13 -4.83 625 22.79 0.2430
2021-08-13 2021-06-30 13F ALPHABET CAP STK CL A 02079K305 625,098 624,829 256 0.0078
2021-05-17 2021-03-31 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 269 0 0.00 509 0.00 0.2486
2021-02-09 2020-12-31 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 269 40 17.47 509 51.49 0.2491
2020-11-05 2020-09-30 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 229 -3 -1.29 336 2.13 0.1981
2020-08-04 2020-06-30 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 232 -43 -15.64 329 2.81 0.2315
2020-04-27 2020-03-31 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 275 -20 -6.78 320 -18.99 0.2795
2020-02-05 2019-12-31 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 295 0 0.00 395 9.72 0.3112
2019-10-30 2019-09-30 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 295 -447 -60.24 360 -55.17 0.3406
2019-07-30 2019-06-30 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 742 587 378.71 803 341.21 0.7042
2019-04-18 2019-03-31 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 155 20 14.81 182 29.08 0.1371
2019-03-26 2018-12-31 13F ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 135 135 141 0.1051
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.