Liberty All-Star Equity Fund shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $654k | 103k | 6.34 |
| 2025-06-30 | $575k | 84k | 6.81 |
| 2025-03-31 | $553k | 84k | 6.55 |
| 2024-12-31 | $475k | 68k | 6.95 |
| 2024-09-30 | $543k | 77k | 7.10 |
| 2024-06-30 | $444k | 65k | 6.80 |
| 2024-03-31 | $345k | 48k | 7.15 |
| 2023-12-31 | $199k | 31k | 6.38 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors