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Private Wealth Management Group, LLC → LBRT

Private Wealth Management Group, LLC LBRT Position History

Liberty Energy Inc.

Quarters held
4
Latest value
$7K
Q3 2026
Peak value
$17K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7K
Q1 2026$17K
Q2 2026$10K
Q3 2026$7K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7K395——
Q2 2026$10K395——
Q1 2026$17K595——
Q4 2025$7K395——

Other funds holding LBRT

Other Private Wealth Management Group, LLC positions

CRDO

DIMENSIONAL ETF TRUST

$25.9M
VGES

VANGUARD SCOTTSDALE FDS

$24.8M
VGES

VANGUARD SCOTTSDALE FDS

$24M
VGES

VANGUARD SCOTTSDALE FDS

$23.5M
VGES

VANGUARD SCOTTSDALE FDS

$22.5M
CRDO

DIMENSIONAL ETF TRUST

$18.9M
CRDO

DIMENSIONAL ETF TRUST

$17M
CRDO

DIMENSIONAL ETF TRUST

$15.2M
Private Wealth Management Group, LLC LBRT Holdings: 13F Position History | Track13F