Back to USA
IFP Advisors, Inc USA Position History
Liberty All-Star Equity Fund
Quarters held
6
Latest value
$17K
Q3 2026
Peak value
$17K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17K |
| Q3 2025 | $17K |
| Q4 2025 | $17K |
| Q1 2026 | $16K |
| Q2 2026 | $17K |
| Q3 2026 | $17K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17K | 3.0K | — | — |
| Q2 2026 | $17K | 2.9K | — | — |
| Q1 2026 | $16K | 2.8K | — | — |
| Q4 2025 | $17K | 2.6K | — | — |
| Q3 2025 | $17K | 2.6K | — | — |
| Q3 2025 | $17K | 2.6K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M