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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

LBRT holding history

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

LBRT overviewAll 13F holders of LBRTFull Q2 2026 holdings

Shares (Q2 2026)
6
Value
$158
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of LBRT by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266$158<0.1%00.0%UnchangedHolders
Q1 20266$173<0.1%−3−33.3%ReducedHolders
Q4 20259$167<0.1%00.0%UnchangedHolders
Q3 20259$112<0.1%00.0%UnchangedHolders
Q2 20259$104<0.1%00.0%UnchangedHolders
Q1 20259$143<0.1%00.0%UnchangedHolders
Q4 20249$180<0.1%00.0%UnchangedHolders
Q3 20249$172<0.1%−11−55.0%ReducedHolders
Q2 202420$418<0.1%00.0%UnchangedHolders
Q1 202420$415<0.1%00.0%UnchangedHolders
Q4 202320$363<0.1%+20NewHolders