PERSONAL CFO SOLUTIONS, LLC LBRT — LIBERTY ENERGY INC

Ownership history in PERSONAL CFO SOLUTIONS, LLC  ·  5 quarters on record

AI Ownership Summary

PERSONAL CFO SOLUTIONS, LLC reported LIBERTY ENERGY INC (LBRT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows LBRT at 0.08% 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.

What this LBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERSONAL CFO SOLUTIONS, LLC's position in LIBERTY ENERGY INC, 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
2026 Q1

LBRT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

LBRT stock page PERSONAL CFO SOLUTIONS, LLC fund profile PERSONAL CFO SOLUTIONS, LLC full holdings
How PERSONAL CFO SOLUTIONS, LLC held LBRT — position size vs. price
% of Fund (quarterly)    LBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,679 +1,023 +5.2% 0.08% $596K 2026-04-30 $33.79
2025 Q4 ADDED — — — 19,656 +2,903 +17.3% 0.06% $363K 2026-01-22 $21.44
2025 Q3 ADDED — — — 16,753 +3,340 +24.9% 0.04% $207K 2025-11-10 $16.95
2025 Q2 ADDED — — — 13,413 +1,351 +11.2% 0.03% $154K 2025-08-12 $11.23
2025 Q1 INITIATED — — — 12,062 — — 0.04% $191K 2025-04-30 $11.25

🏢 Other funds also holding LBRT

As of 2026 Q1 — sorted by position size

Bosman Wealth Management, LLC 2.91% SummerHaven Investment Management, LLC 3Y 1.15% OneAscent Investment Solutions LLC 0.29% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.22% Values First Advisors, Inc. 3Y 0.2% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.2% Counterpoint Mutual Funds LLC 3Y 0.13% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.08% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 0.06% Abel Hall, LLC 0.05%

FAQ About PERSONAL CFO SOLUTIONS, LLC and LBRT

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

How long has PERSONAL CFO SOLUTIONS, LLC reported owning LBRT?

PERSONAL CFO SOLUTIONS, LLC reported LBRT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LBRT position in PERSONAL CFO SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for LBRT was 0.08% in 2026 Q1.

What is the latest reported LBRT position on this page?

The most recent filing on this page is 2026 Q1, when PERSONAL CFO SOLUTIONS, LLC reported 20,679 shares, equal to 0.08% of portfolio, with an estimated market value of $596K.

What does the chart on this LBRT ownership page compare?

The chart compares PERSONAL CFO SOLUTIONS, LLC'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.

How well did PERSONAL CFO SOLUTIONS, LLC time their LBRT position?

Based on 13F filing dates vs. subsequent LBRT price moves, PERSONAL CFO SOLUTIONS, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on LBRT relative to SPY over the holding period was +129.3%.

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