LBRT β€” Liberate Technologies Inc. COM

Ownership history in MAI Capital Management  Β·  17 quarters on record

AI Ownership Summary

MAI Capital Management reported Liberate Technologies Inc. COM (LBRT) in 17 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows LBRT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAI Capital Management's position in Liberate Technologies Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LBRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MAI Capital Management held LBRT β€” position size vs. price
% of Fund (quarterly)    LBRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,070 +24,070 +160.5% 0.00% $721K 2026-02-14 (Est.) $25.82
2025 Q3 REDUCED 15,000 -23,567 -61.1% 0.00% $185K 2025-11-10 $16.95
2025 Q3 REDUCED 38,567 -96 -0.2% 0.00% $476K 2025-11-10 $16.95
2025 Q2 ADDED 38,663 +19,163 +98.3% 0.00% $444K 2025-08-12 $11.23
2025 Q1 REDUCED 19,500 -19,067 -49.4% 0.00% $309K 2025-05-15 $11.94
2025 Q1 ADDED 38,567 +19,067 +97.8% 0.00% $611K 2025-05-15 $11.94
2024 Q4 REDUCED 19,500 -19,067 -49.4% 0.00% $388K 2025-02-14 $17.42
2024 Q4 REDUCED 38,567 -44 -0.1% 0.01% $767K 2025-02-14 $17.42
2024 Q3 ADDED 38,611 +19,111 +98.0% 0.01% $737K 2024-11-07 $17.37
2024 Q3 REDUCED 19,500 -500 -2.5% 0.00% $372K 2024-11-07 $17.37
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MAI Capital Management and LBRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAI Capital Management reported owning LBRT?

MAI Capital Management reported LBRT across 10 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LBRT position in MAI Capital Management's portfolio?

The largest reported portfolio weight for LBRT was 0.01% in 2024 Q3.

What is the latest reported LBRT position on this page?

The most recent filing on this page is 2025 Q4, when MAI Capital Management reported 39,070 shares, equal to 0.00% of portfolio, with an estimated market value of $721K.

What does the chart on this LBRT ownership page compare?

The chart compares MAI Capital Management's quarterly LBRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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