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Disclosery

Values First Advisors, Inc.: LBRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on LBRT, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 19,794 LBRT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 19,794 shares
    Change vs previous 13F +6,175 shares

    0.24% of the 13F portfolio, value $518,406.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    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 13,619 shares
    Change vs previous 13F +2,193 shares

    0.2% of the 13F portfolio, value $392,222.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    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 11,426 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $210,920.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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