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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in USA — Liberty All Star Equity Fund

CIK 1818604 ORLANDO, FL

Position in USA

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$564,761
-$34,627 QoQ
Shares Held
97,205
-10.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 228 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in USA Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $96,532,005 across 187 Asset Management names. USA ranks #35 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in USA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $564,761 97,205
2026-03-31 $599,388 107,998
2025-12-31 $780,308 124,253
2025-09-30 $179,922 28,379
2025-06-30 $179,640 26,379
2025-03-31 $143,386 21,891
2024-12-31 $144,858 20,843
2024-09-30 $20,843 147,987
2024-06-30 $138,108 20,310
2024-03-31 $141,477 19,787
2023-12-31 $120,186 18,838
2023-09-30 $111,520 18,838
2023-06-30 $118,834 18,367
2023-03-31 $111,110 17,921
2022-12-31 $151,813 26,634
2022-09-30 $97,433 17,619
2022-06-30 $109,391 17,419
2022-03-31 $146,506 18,132
2021-12-31 $150,789 17,994
2021-09-30 $139,225 16,189
2021-06-30 $142,660 15,781
2021-03-31 $225,961 29,615
2020-12-31 $99,498 14,420
2020-09-30 $82,493 13,726
2020-06-30 $76,487 13,372
2020-03-31 $58,351 12,056