PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in LBRT — Liberty Energy Inc.

CIK 12600 DES MOINES, IA

Position in LBRT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$335,074

-$146,462 QoQ

Shares Held

12,794

-23.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#259

of 402 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $5,860,537 across 5 Oil & Gas Equipment & Services names. LBRT ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	56,793	$2,640,306
2	HAL	Halliburton Co	59,406	$2,016,833
3	BKR	Baker Hughes Co	8,239	$457,264
4	FTI	TechnipFMC plc	6,200	$411,060
5	LBRT	Liberty Energy Inc. This page	12,794	$335,074

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,074	12,794	-23.5%	Shares	Sole	2026-08-04
2026-03-31	$481,536	16,720	-13.8%	Shares	Sole	2026-05-13
2025-12-31	$358,087	19,398	-11.0%	Shares	Sole	2026-02-12
2025-09-30	$268,900	21,791	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$232,481	20,251	+32.1%	Shares	Sole	2025-08-11
2025-03-31	$242,737	15,334	0.0%	Shares	Sole	2025-04-30
2024-12-31	$304,993	15,334	+13.7%	Shares	Sole	2025-01-30
2024-09-30	$257,428	13,485	+16.9%	Shares	Sole	2024-10-28
2024-06-30	$240,924	11,533	-3.4%	Shares	Sole	2024-07-31
2024-03-31	$247,355	11,938	+450.9%	Shares	Sole	2024-05-10
2023-12-31	$39,309	2,167	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.