Liberty All-Star Equity Fund shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $91k | 14k | 6.34 |
| 2025-06-30 | $96k | 14k | 6.81 |
| 2025-03-31 | $90k | 14k | 6.55 |
| 2024-12-31 | $91k | 13k | 6.95 |
| 2024-09-30 | $93k | 13k | 7.10 |
| 2024-06-30 | $87k | 13k | 6.80 |
| 2024-03-31 | $89k | 12k | 7.15 |
| 2023-12-31 | $75k | 12k | 6.38 |
| 2023-09-30 | $70k | 12k | 5.92 |
| 2023-06-30 | $75k | 12k | 6.47 |
| 2023-03-31 | $70k | 11k | 6.20 |
| 2022-12-31 | $63k | 11k | 5.70 |
| 2022-09-30 | $61k | 11k | 5.70 |
| 2022-06-30 | $66k | 11k | 6.32 |
| 2022-03-31 | $82k | 10k | 8.07 |
More positions owned by Morris Retirement Advisors
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