WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LBRT — Liberty Energy Inc.
CIK 1632972
PLYMOUTH, MN
Position in LBRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,047,730
-$302,730 QoQ
Shares Held
40,005
-14.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 38 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $57,734,887 across 22 Oil & Gas Equipment & Services names. LBRT ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
311,697 | $20,665,511 | |
| 2 | HAL |
Halliburton Co
|
316,038 | $10,729,490 | |
| 3 | BKR |
Baker Hughes Co
|
150,194 | $8,335,767 | |
| 4 | SLB |
Slb Limited/Nv
|
154,361 | $7,176,242 | |
| 5 | NOV |
NOV Inc.
|
115,304 | $2,138,889 | |
| 6 | LBRT |
Liberty Energy Inc.
This page
|
40,005 | $1,047,730 | |
| 7 | OII |
Oceaneering International Inc
|
25,557 | $1,035,569 | |
| 8 | AROC |
Archrock, Inc.
|
24,988 | $1,017,261 |
All Filings in LBRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,730 | 40,005 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,350,460 | 46,891 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,502,311 | 81,382 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $969,257 | 78,546 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $888,196 | 77,369 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $760,916 | 48,068 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||