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Farther Finance Advisors, LLC → USA

Farther Finance Advisors, LLC USA Position History

Liberty All-Star Equity Fund

Quarters held
5
Latest value
$52K
Q3 2026
Peak value
$139K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$139K
Q4 2025$126K
Q1 2026$116K
Q2 2026$63K
Q3 2026$52K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52K9.1K——
Q2 2026$63K10.8K——
Q1 2026$116K20.6K——
Q4 2025$126K20.1K——
Q3 2025$139K22.0K——

Other funds holding USA

Other Farther Finance Advisors, LLC positions

ETHA

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$725.5M
ETHA

ISHARES CORE S&P 500 ETF

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ETHA

ISHARES CORE S&P 500 ETF

$556.9M
ETHA

ISHARES CORE S&P 500 ETF

$520.5M
AAPL

APPLE INC COM

$414.5M
VGES

VANGUARD S&P 500 ETF

$401.3M
ETHA

ISHARES CORE S&P 500 ETF

$398.8M
VGES

VANGUARD S&P 500 ETF

$374.7M