SEC 13F Intelligence

A&I Financial Services, LLC / LBRT

A&I Financial Services, LLC’s Liberty Energy Inc Position

Does A&I Financial Services, LLC own Liberty Energy Inc (LBRT)? Not currently — the last reported position was 188.5K shares worth $2M in Q3 2019; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$2M
Q3 2019
Shares
188.5K
% of Portfolio
+3.06%
Quarters Held
3
position exited

Position History LBRT

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $2MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2019188.5K$2M+3.06%
Q2 2019200.5K$3M+5.31%
Q1 2019206.5K$3M+5.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See A&I Financial Services, LLC’s full portfolio or all institutional holders of LBRT.