Position in LBRT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$16,237
-$1,619 QoQ
Shares Held
620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 404 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026GoalVest Advisory LLC holds $2,377,762 across 6 Oil & Gas Equipment & Services names. LBRT ranks #5 (0.7% of the industry book) .
All Filings in LBRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,237 | 620 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $17,856 | 620 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,445 | 620 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $7,650 | 620 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||