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Liberty All-Star Equity Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $178k 28k 6.34
2025-06-30 $222k 33k 6.81
2023-09-30 $74k 13k 5.92
2023-06-30 $80k 12k 6.47
2022-06-30 $42k 6.8k 6.21
2013-12-31 $0 15 0.00
2013-06-30 $0 15 0.00