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Root Financial Partners, LLC

Position in LBRT — Liberty Energy Inc.

CIK 1977181 ENCINITAS, CA

Position in LBRT

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$26,323
+$16,927 QoQ
Shares Held
914
+79.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LBRT Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Mar 31, 2026

Root Financial Partners, LLC holds $795,664 across 33 Oil & Gas Equipment & Services names. LBRT ranks #6 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 LBRT
Liberty Energy Inc.
This page
914 $26,323

All Filings in LBRT

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,323 914
2025-12-31 $9,396 509
2025-09-30 $2,282 185