Liberty All-Star Equity Fund shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86k | 14k | 6.34 |
| 2025-06-30 | $103k | 15k | 6.81 |
| 2025-03-31 | $121k | 19k | 6.55 |
| 2024-12-31 | $139k | 20k | 6.95 |
| 2024-09-30 | $156k | 22k | 7.10 |
| 2024-06-30 | $149k | 22k | 6.80 |
| 2024-03-31 | $157k | 22k | 7.15 |
| 2023-12-31 | $139k | 22k | 6.38 |
| 2023-09-30 | $135k | 23k | 5.92 |
| 2023-06-30 | $148k | 23k | 6.47 |
| 2023-03-31 | $135k | 22k | 6.20 |
| 2022-12-31 | $124k | 22k | 5.70 |
| 2022-09-30 | $136k | 24k | 5.65 |
| 2022-06-30 | $155k | 25k | 6.19 |
| 2022-03-31 | $201k | 25k | 8.04 |
| 2021-12-31 | $175k | 21k | 8.29 |