Skip to content
Disclosery

PERSONAL CFO SOLUTIONS, LLC: LBRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on LBRT, newest first. How the timeline and the estimate are built.

PERSONAL CFO SOLUTIONS, LLC held 13,365 LBRT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,365 shares
    Change vs previous 13F -7,314 shares

    0.05% of the 13F portfolio, value $350,020.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,679 shares
    Change vs previous 13F +1,023 shares

    0.08% of the 13F portfolio, value $595,568.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,656 shares
    Change vs previous 13F +2,903 shares

    0.06% of the 13F portfolio, value $362,846.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,753 shares
    Change vs previous 13F +3,340 shares

    0.04% of the 13F portfolio, value $206,735.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,413 shares
    Change vs previous 13F +1,351 shares

    0.03% of the 13F portfolio, value $153,980.

    13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,062 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $190,945.

    13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).