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Disclosery

Creative Planning: LBRT position timeline

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

Creative Planning held 209,765 LBRT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,765 shares
    Change vs previous 13F +4,221 shares

    <0.01% of the 13F portfolio, value $5,493,746.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 205,544 shares
    Change vs previous 13F +55,005 shares

    <0.01% of the 13F portfolio, value $5,919,667.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 150,539 shares
    Change vs previous 13F +95,044 shares

    <0.01% of the 13F portfolio, value $2,778,950.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 55,495 shares
    Change vs previous 13F +39,400 shares

    <0.01% of the 13F portfolio, value $684,809.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 16,095 shares
    Change vs previous 13F -5,207 shares

    <0.01% of the 13F portfolio, value $184,771.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 21,302 shares
    Change vs previous 13F -765 shares

    <0.01% of the 13F portfolio, value $337,211.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,067 shares
    Change vs previous 13F +2,611 shares

    <0.01% of the 13F portfolio, value $438,916.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,415.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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