Liberty All-Star Equity Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 394k | 6.34 |
| 2025-06-30 | $70k | 10k | 6.81 |
| 2025-03-31 | $68k | 10k | 6.55 |
| 2024-12-31 | $72k | 10k | 6.95 |
| 2024-09-30 | $80k | 11k | 7.10 |
| 2024-06-30 | $82k | 12k | 6.80 |
| 2024-03-31 | $86k | 12k | 7.15 |
| 2023-09-30 | $74k | 13k | 5.92 |
| 2023-06-30 | $81k | 13k | 6.47 |
| 2023-03-31 | $81k | 13k | 6.18 |
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