Liberty All-Star Equity Fund shares owned by Creative Planning
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 69k | 6.34 |
| 2025-06-30 | $551k | 81k | 6.81 |
| 2025-03-31 | $544k | 83k | 6.55 |
| 2024-12-31 | $477k | 69k | 6.95 |
| 2024-09-30 | $492k | 69k | 7.10 |
| 2024-06-30 | $491k | 72k | 6.80 |
| 2024-03-31 | $495k | 69k | 7.15 |
| 2023-12-31 | $428k | 67k | 6.38 |
| 2023-09-30 | $296k | 50k | 5.92 |
| 2023-06-30 | $270k | 42k | 6.47 |
| 2023-03-31 | $247k | 40k | 6.20 |
| 2022-12-31 | $148k | 26k | 5.70 |
| 2022-09-30 | $309k | 56k | 5.53 |
| 2022-06-30 | $393k | 63k | 6.28 |
| 2022-03-31 | $680k | 84k | 8.08 |
| 2021-12-31 | $513k | 61k | 8.37 |
| 2021-09-30 | $503k | 59k | 8.60 |
| 2021-06-30 | $494k | 55k | 9.04 |
| 2021-03-31 | $239k | 31k | 7.65 |
| 2020-12-31 | $211k | 31k | 6.89 |
| 2020-09-30 | $155k | 26k | 6.02 |
| 2020-06-30 | $154k | 27k | 5.71 |
| 2020-03-31 | $130k | 27k | 4.84 |
| 2019-12-31 | $274k | 41k | 6.77 |
| 2019-09-30 | $264k | 41k | 6.41 |
| 2019-06-30 | $296k | 46k | 6.43 |
| 2019-03-31 | $281k | 46k | 6.10 |
| 2018-12-31 | $293k | 54k | 5.39 |
| 2018-09-30 | $486k | 71k | 6.82 |
| 2018-06-30 | $374k | 58k | 6.40 |
| 2018-03-31 | $285k | 47k | 6.12 |
| 2017-12-31 | $311k | 49k | 6.29 |
| 2017-09-30 | $248k | 41k | 6.02 |
| 2017-06-30 | $288k | 51k | 5.66 |
| 2017-03-31 | $315k | 58k | 5.46 |
| 2016-12-31 | $180k | 35k | 5.15 |
| 2016-09-30 | $268k | 52k | 5.19 |
| 2016-06-30 | $261k | 52k | 5.02 |
| 2016-03-31 | $270k | 54k | 4.97 |
| 2015-12-31 | $276k | 52k | 5.35 |
| 2015-09-30 | $283k | 56k | 5.08 |
| 2015-06-30 | $311k | 54k | 5.74 |
| 2015-03-31 | $309k | 53k | 5.85 |
| 2014-12-31 | $224k | 37k | 5.99 |
| 2014-09-30 | $132k | 23k | 5.83 |
| 2014-06-30 | $134k | 22k | 6.02 |
| 2014-03-31 | $108k | 18k | 5.90 |
| 2013-12-31 | $143k | 24k | 5.97 |
| 2013-09-30 | $104k | 19k | 5.39 |
| 2013-06-30 | $69k | 13k | 5.18 |
| 2012-12-31 | $70k | 15k | 4.77 |
| 2012-09-30 | $61k | 13k | 4.81 |
| 2012-06-30 | $50k | 11k | 4.49 |
| 2011-12-31 | $41k | 9.7k | 4.23 |