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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

USA holding history

Liberty All Star Equity Fund in every 13F filed by Altus Wealth Group 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 (Q2 2026)
31,769
Value
$184.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USA by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,769$184.6K0.1%00.0%UnchangedHolders
Q1 202631,769$176.3K0.1%−370−1.2%ReducedHolders
Q4 202532,139$201.8K0.1%00.0%UnchangedHolders
Q3 202532,139$203.8K0.1%−1,983−5.8%ReducedHolders
Q2 202534,122$232.4K0.1%00.0%UnchangedHolders
Q1 202534,122$223.5K0.1%00.0%UnchangedHolders
Q4 202434,122$237.1K0.1%+4,454+15.0%AddedHolders
Q3 202429,668$210.6K0.1%−5,033−14.5%ReducedHolders
Q2 202434,701$236.0K0.1%−554−1.6%ReducedHolders
Q1 202435,255$252.1K0.1%00.0%UnchangedHolders
Q4 202335,255$224.9K0.1%00.0%UnchangedHolders
Q3 202335,255$208.7K0.1%00.0%UnchangedHolders
Q2 202335,255$228.1K0.1%00.0%UnchangedHolders
Q1 202335,255$218.6K0.1%00.0%UnchangedHolders
Q4 202235,255$201.0K0.2%+3,936+12.6%AddedHolders
Q3 202231,319$269.0K0.3%00.0%UnchangedHolders
Q2 202231,319$269.0K0.3%−3,031−8.8%ReducedHolders
Q1 202234,350$278.0K0.2%00.0%UnchangedHolders
Q4 202134,350$288.0K0.2%+3,031+9.7%AddedHolders
Q3 202131,319$269.0K0.3%00.0%UnchangedHolders
Q2 202131,319$283.0K0.3%00.0%UnchangedHolders
Q1 202131,319$258.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.