Liberty All-Star Equity Fund shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 56k | 6.34 |
| 2025-06-30 | $389k | 57k | 6.81 |
| 2025-03-31 | $381k | 58k | 6.55 |
| 2024-12-31 | $260k | 37k | 6.95 |
| 2024-09-30 | $226k | 32k | 7.10 |
| 2024-06-30 | $211k | 31k | 6.80 |
| 2024-03-31 | $216k | 30k | 7.15 |
| 2023-12-31 | $184k | 29k | 6.38 |
| 2023-09-30 | $137k | 23k | 5.92 |
| 2023-06-30 | $132k | 20k | 6.47 |
| 2023-03-31 | $67k | 11k | 6.20 |