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Manager record

Liberty One Investment Management, Llc

Libertyville, IL · CIK 1807328 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.00BReported 13F valueQ2 2026 · as filed
219Holdings listed
+3.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $988.5M$988.5MQ2 2025145 holdingsQ3 2025: $1.8B$1.8BQ3 2025143 holdingsQ4 2025: $782.7M$782.7MQ4 2025207 holdingsQ1 2026: $970.0M$970.0MQ1 2026217 holdingsQ2 2026: $1.0B$1.0BQ2 2026219 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$1.00B · 219 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$969.98M · 217 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$782.67M · 207 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$1.78B · 143 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$988.50M · 145 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology