David J. Yvars Group’s Liberty All-Star Growth Fund ASG Stock Holding History

David J. Yvars Group’s Portfolio ASG Stock Details ASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68.7K	Buy	+13,608	New	+$71K	0.03%	109
2024 Q2	–	Sell	-21,565	Closed	-$118K	–	79
2024 Q1	$118K	Buy	21,565 +408	+2%	+$2.18K	0.08%	74
2023 Q4	$112K	Sell	21,157 -17,485	-45%	-$86.3K	0.09%	74
2023 Q3	$191K	Buy	38,642 +812	+2%	+$4.27K	0.16%	69
2023 Q2	$205K	Buy	37,830 +200	+0.5%	+$1.03K	0.17%	72
2023 Q1	$199K	Buy	37,630 +14,780	+65%	+$77.1K	0.18%	69
2022 Q4	$113K	Buy	+22,850	New	+$118K	0.14%	63

Other funds holding ASG

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

David J. Yvars Group's ASG Position: Q3 2026 in Review

David J. Yvars Group opened a new position in Liberty All-Star Growth Fund (ASG) in Q3 2026: 13,608 shares worth $68.7K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in ASG as recently as Q1 2024.

David J. Yvars Group first reported a position in ASG in Q4 2022 and has held it in 7 quarters since. The position peaked at $205K in Q2 2023. 16 funds tracked by Wall St. Rank hold ASG as of Q3 2026.

David J. Yvars Group held 13,608 shares of Liberty All-Star Growth Fund worth $68.7K as of Q3 2026.
Liberty All-Star Growth Fund was a new David J. Yvars Group position in Q3 2026.
Liberty All-Star Growth Fund made up 0.03% of David J. Yvars Group's portfolio in Q3 2026, its #109 holding.
David J. Yvars Group first reported a position in Liberty All-Star Growth Fund in Q4 2022 and has held it in 7 quarters since.
David J. Yvars Group's Liberty All-Star Growth Fund position peaked at $205K in Q2 2023.
16 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.