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USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

217 managers (220 13F filers) reported a position in USA shares at 2026-03-31, 55,063,509 shares in all. 23 filers opened a position and 29 filers sold out during the quarter.

Managers
217
13F filers
220
New
23
Added
87
Reduced
55
Sold out
29
Shares held by filers
55,063,509

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.1,418$7.87K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,122$6.23K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,000$5.55K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.871$4.84K<0.01%+4813F-HRTimeline
Aventura Private Wealth, LLC712$3.95K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.650$3.61K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST627$3.48K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC606$3.36K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC600$3.33K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC500$2.77K<0.01%013F-HRTimeline
SIGNATUREFD, LLC181$1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc100$1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA66$366<0.01%013F-HRTimeline
Nemes Rush Group LLC18$100<0.01%-60213F-HRTimeline
DANSKE BANK A/S14$78<0.01%new13F-HRTimeline
Root Financial Partners, LLC9$50<0.01%+713F-HRTimeline
Avion Wealth100$00%013F-HRTimelineValue filed as zero, left out of ratios.