SEC 13F Intelligence

Jfg Wealth Management, LLC / LBRT

Jfg Wealth Management, LLC’s Liberty Energy Inc Position

Does Jfg Wealth Management, LLC own Liberty Energy Inc (LBRT)? Not currently — the last reported position was 2.89M shares worth $46M in Q4 2022; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$46M
Q4 2022
Shares
2.89M
% of Portfolio
+15.02%
Quarters Held
17
position exited

Position History LBRT

Reported value by quarter
Q4 ’18: $56MQ4 ’18Q1 ’19: $63MQ2 ’19: $57MQ3 ’19: $45MQ3 ’19Q4 ’19: $46MQ1 ’20: $11MQ2 ’20: $23MQ2 ’20Q3 ’20: $32.3BQ4 ’20: $51MQ1 ’21: $51MQ1 ’21Q2 ’21: $56MQ3 ’21: $44MQ4 ’21: $32MQ4 ’21Q1 ’22: $48MQ2 ’22: $43MQ3 ’22: $41MQ3 ’22Q4 ’22: $46Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20222.89M$46M+15.02%
Q3 20223.25M$41M+13.81%
Q2 20223.37M$43M+15.74%
Q1 20223.25M$48M+14.47%
Q4 20213.28M$32M+11.91%
Q3 20213.66M$44M+21.17%
Q2 20213.94M$56M+24.56%
Q1 20214.49M$51M+28.26%
Q4 20204.95M$51M+27.72%
Q3 20204.04M$32.3B+22.83%
Q2 20204.17M$23M+21.89%
Q1 20204.17M$11M+18.37%
Q4 20194.17M$46M+43.22%
Q3 20194.18M$45M+41.07%
Q2 20194.25M$57M+47.43%
Q1 20194.10M$63M+52.63%
Q4 20184.33M$56M+50.43%

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