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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

USA holding history

Liberty All Star Equity Fund in every 13F filed by Plancorp, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USA overviewAll 13F holders of USAFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of USA by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−12,492−100.0%Sold outHolders
Q3 202212,492$69.0K<0.1%−750−5.7%ReducedHolders
Q2 202213,242$83.0K<0.1%00.0%UnchangedHolders
Q1 202213,242$107.0K<0.1%00.0%UnchangedHolders
Q4 202113,242$111.0K<0.1%00.0%UnchangedHolders
Q3 202113,242$114.0K<0.1%+13,242NewHolders