Liberty All-Star Equity Fund shares owned by Merit Financial Group
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $118k | 21k | 5.55 |
| 2025-12-31 | $80k | 13k | 6.28 |
| 2025-09-30 | $64k | 10k | 6.34 |
| 2025-06-30 | $73k | 11k | 6.81 |
| 2024-09-30 | $83k | 12k | 7.10 |
| 2024-03-31 | $74k | 11k | 6.78 |
| 2023-12-31 | $69k | 11k | 6.38 |
| 2023-09-30 | $64k | 11k | 5.92 |