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USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

227 managers (228 13F filers) reported a position in USA shares at 2025-12-31, 56,119,369 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
227
13F filers
228
New
33
Added
59
Reduced
66
Sold out
20
Shares held by filers
56,119,369

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AdvisorNet Financial, Inc2,330$14.6K<0.01%013F-HRTimeline
Rossby Financial, LCC2,296$14.4K<0.01%013F-HRTimeline
Pandora Wealth, Inc.2,274$14.3K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,600$10K<0.01%013F-HRTimeline
Boreal Capital Management LLC0$8.95K0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
ASSETMARK, INCin group ASSETMARK, INC1,122$7.05K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,000$6.28K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,000$6.28K<0.01%013F-HRTimeline
WPG Advisers, LLC960$6.03K<0.01%+86713F-HRTimeline
FNY Investment Advisers, LLC1,000$6K<0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.823$5.17K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC712$4.47K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.650$4.08K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST627$3.94K<0.01%013F-HRTimeline
Nemes Rush Group LLC620$3.89K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC600$3.77K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH500$3.14K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC500$3.14K<0.01%new13F-HRTimeline
Arax Advisory Partners469$2.94K<0.01%013F-HRTimeline
SIGNATUREFD, LLC181$1.14K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc100$1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA66$414<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20$127<0.01%-9113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC6$38<0.01%013F-HRTimeline
Root Financial Partners, LLC2$10<0.01%013F-HRTimeline
Avion Wealth100$00%013F-HRTimelineValue filed as zero, left out of ratios.
IFC & Insurance Marketing, Inc.74$00%13F-HRTimelineValue filed as zero, left out of ratios.