Liberty All-Star Equity Fund shares owned by Independent Financial Group
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.5M | 445k | 5.55 |
| 2025-09-30 | $3.4M | 534k | 6.34 |
| 2025-06-30 | $3.6M | 535k | 6.81 |
| 2025-03-31 | $3.3M | 503k | 6.55 |
| 2024-12-31 | $3.4M | 488k | 6.95 |
| 2024-09-30 | $3.3M | 465k | 7.10 |
| 2024-06-30 | $2.3M | 344k | 6.80 |
| 2024-03-31 | $2.1M | 291k | 7.15 |
| 2023-12-31 | $1.8M | 283k | 6.38 |
| 2023-09-30 | $1.9M | 327k | 5.92 |
| 2023-06-30 | $2.0M | 302k | 6.47 |
| 2023-03-31 | $1.9M | 303k | 6.20 |
| 2022-12-31 | $1.3M | 226k | 5.70 |
| 2022-09-30 | $1.1M | 204k | 5.53 |
| 2022-06-30 | $1.0M | 167k | 6.28 |
| 2022-03-31 | $990k | 123k | 8.08 |
| 2021-12-31 | $1.0M | 125k | 8.38 |
| 2021-09-30 | $914k | 106k | 8.60 |
| 2021-06-30 | $885k | 98k | 9.04 |
| 2021-03-31 | $697k | 91k | 7.63 |
| 2020-12-31 | $766k | 111k | 6.90 |
| 2020-09-30 | $419k | 70k | 6.01 |
| 2020-06-30 | $182k | 32k | 5.72 |
| 2020-03-31 | $77k | 16k | 4.84 |
More positions owned by Independent Financial Group
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