Creative Planning

Position in LBRT — Liberty Energy Inc.

CIK 1540235 OVERLAND PARK, KS

Position in LBRT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$5,919,667

+$3,140,718 QoQ

Shares Held

205,544

+36.5% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.7570155295216596.ToString("F0")% Shared 0.ToString("F0")% None 99.24298447047835.ToString("F0")%

Energy · as of Mar 31, 2026

Creative Planning holds $112,454,305 across 31 Oil & Gas Equipment & Services names. LBRT ranks #6 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	394,630	$20,280,034
2	HAL	Halliburton Co	472,363	$18,417,433
3	FTI	TechnipFMC plc	202,478	$13,997,304
4	BKR	Baker Hughes Co	123,999	$7,570,138
5	NOV	NOV Inc.	340,621	$6,407,081
6	LBRT	Liberty Energy Inc. This page	205,544	$5,919,667
7	RES	Rpc Inc	790,605	$5,597,483
8	TS	Tenaris SA	72,820	$4,236,667

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,919,667	205,544	+36.5%	Shares	Sole	2026-05-12
2025-12-31	$2,778,949	150,539	+171.3%	Shares	Sole	2026-02-17
2025-09-30	$684,807	55,495	+244.8%	Shares	Defined	2025-11-14
2025-06-30	$184,769	16,095	-24.4%	Shares	Defined	2025-08-08
2025-03-31	$337,210	21,302	-3.5%	Shares	Sole	2025-05-15
2024-12-31	$438,912	22,067	+13.4%	Shares	Defined	2025-02-14
2024-09-30	$371,414	19,456	+3.7%	Shares	Defined	2024-10-11
2024-06-30	$391,748	18,753	+28.6%	Shares	Defined	2024-08-15
2024-03-31	$302,179	14,584	+35.0%	Shares	Sole	2024-05-13
2023-12-31	$196,002	10,805	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.