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INDEPENDENT FINANCIAL GROUP, LLC → USA
INDEPENDENT FINANCIAL GROUP, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
28
Latest value
$1.8M
Q3 2026
Peak value
$3.6M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $77K |
| Q2 2020 | $182K |
| Q3 2020 | $419K |
| Q4 2020 | $766K |
| Q1 2021 | $697K |
| Q2 2021 | $885K |
| Q3 2021 | $914K |
| Q4 2021 | $1M |
| Q1 2022 | $990K |
| Q2 2022 | $1M |
| Q3 2022 | $1.1M |
| Q4 2022 | $1.3M |
| Q1 2023 | $1.9M |
| Q2 2023 | $2M |
| Q3 2023 | $1.9M |
| Q4 2023 | $1.8M |
| Q1 2024 | $2.1M |
| Q2 2024 | $2.3M |
| Q3 2024 | $3.3M |
| Q4 2024 | $3.4M |
| Q1 2025 | $3.3M |
| Q2 2025 | $3.6M |
| Q3 2025 | $3.4M |
| Q4 2025 | $3M |
| Q1 2026 | $2.5M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.4M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 315.2K | — | — |
| Q2 2026 | $2.4M | 412.8K | — | — |
| Q1 2026 | $2.5M | 445.1K | — | — |
| Q1 2026 | $2.5M | 445.1K | — | — |
| Q4 2025 | $3M | 477.8K | — | — |
| Q3 2025 | $3.4M | 534.3K | — | — |
| Q2 2025 | $3.6M | 535.0K | — | — |
| Q1 2025 | $3.3M | 503.0K | — | — |
| Q4 2024 | $3.4M | 488.0K | — | — |
| Q3 2024 | $3.3M | 464.5K | — | — |
| Q2 2024 | $2.3M | 343.6K | — | — |
| Q1 2024 | $2.1M | 291.2K | — | — |
| Q4 2023 | $1.8M | 282.5K | — | — |
| Q3 2023 | $1.9M | 326.9K | — | — |
| Q2 2023 | $2M | 301.7K | — | — |
| Q1 2023 | $1.9M | 302.5K | — | — |
| Q4 2022 | $1.3M | 225.8K | — | — |
| Q3 2022 | $1.1M | 204.3K | — | — |
| Q2 2022 | $1M | 166.7K | — | — |
| Q1 2022 | $990K | 122.6K | — | — |
| Q4 2021 | $1M | 124.7K | — | — |
| Q3 2021 | $914K | 106.2K | — | — |
| Q2 2021 | $885K | 97.9K | — | — |
| Q1 2021 | $697K | 91.4K | — | — |
| Q4 2020 | $766K | 111.0K | — | — |
| Q3 2020 | $419K | 69.7K | — | — |
| Q2 2020 | $182K | 31.8K | — | — |
| Q1 2020 | $77K | 16.0K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M