NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

LBRT holding history

Liberty Energy Inc. in every 13F filed by NewEdge Wealth, LLC, 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of LBRT by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−38,462−100.0%	Sold out	Holders
Q2 2025	38,462	$423.9K	<0.1%	+4,745+14.1%	Added	Holders
Q1 2025	33,717	$533.7K	<0.1%	+5,992+21.6%	Added	Holders
Q4 2024	27,725	$551.5K	<0.1%	+27,725	New	Holders