Liberty All-Star Equity Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 89k | 6.34 |
| 2025-06-30 | $596k | 88k | 6.81 |
| 2025-03-31 | $516k | 79k | 6.55 |
| 2024-12-31 | $548k | 79k | 6.95 |
| 2024-09-30 | $507k | 71k | 7.10 |
| 2024-06-30 | $476k | 70k | 6.80 |
| 2024-03-31 | $500k | 70k | 7.15 |
| 2023-12-31 | $441k | 69k | 6.38 |
| 2023-09-30 | $468k | 79k | 5.92 |
| 2023-06-30 | $519k | 80k | 6.47 |
| 2023-03-31 | $494k | 80k | 6.20 |
| 2022-12-31 | $467k | 82k | 5.70 |
| 2022-09-30 | $429k | 78k | 5.53 |
| 2022-06-30 | $508k | 81k | 6.28 |
| 2022-03-31 | $628k | 78k | 8.07 |
| 2021-12-31 | $656k | 78k | 8.38 |
| 2021-09-30 | $683k | 79k | 8.60 |
| 2021-06-30 | $748k | 83k | 9.04 |
| 2021-03-31 | $618k | 81k | 7.63 |
| 2020-12-31 | $559k | 81k | 6.90 |
| 2020-09-30 | $449k | 75k | 6.01 |
| 2020-06-30 | $427k | 75k | 5.73 |
| 2020-03-31 | $354k | 73k | 4.84 |
| 2019-12-31 | $564k | 83k | 6.77 |
| 2019-09-30 | $520k | 81k | 6.40 |
| 2019-06-30 | $477k | 74k | 6.42 |
| 2019-03-31 | $454k | 74k | 6.11 |
| 2018-09-30 | $532k | 78k | 6.79 |
| 2018-06-30 | $504k | 78k | 6.43 |
| 2018-03-31 | $498k | 80k | 6.24 |
| 2017-12-31 | $490k | 78k | 6.30 |
| 2017-09-30 | $449k | 74k | 6.04 |
| 2017-06-30 | $413k | 73k | 5.65 |
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