Dakota Wealth Management

SEC CIK: 0001631353
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

LBRT holding history

Liberty Energy Inc. in every 13F filed by Dakota Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LBRT overview All 13F holders of LBRT Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of LBRT by Dakota Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−12,067−100.0%	Sold out	Holders
Q4 2023	12,067	$218.9K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	12,067	$223.5K	<0.1%	+12,067	New	Holders