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Concurrent Investment Advisors, LLC → USA
Concurrent Investment Advisors, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
7
Latest value
$686K
Q3 2026
Peak value
$725K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $654K |
| Q4 2025 | $711K |
| Q1 2026 | $698K |
| Q1 2026 | $17 |
| Q2 2026 | $131 |
| Q2 2026 | $725K |
| Q3 2026 | $686K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $686K | 118.8K | — | — |
| Q2 2026 | $725K | 124.7K | — | — |
| Q2 2026 | $131 | 23 | — | — |
| Q1 2026 | $17 | 3 | — | — |
| Q1 2026 | $698K | 125.8K | — | — |
| Q4 2025 | $711K | 113.2K | — | — |
| Q3 2025 | $654K | 103.2K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M