Liberty All-Star Equity Fund shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Liberty All-Star Equity Fund
Tip: Access up to 7 years of quarterly data
All positions including Liberty All-Star Equity Fund held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Liberty All-Star Equity Fund by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $211k | 31k | 6.81 |
| 2025-03-31 | $203k | 31k | 6.55 |
| 2024-12-31 | $215k | 31k | 6.95 |
| 2024-09-30 | $117k | 17k | 7.10 |
| 2024-06-30 | $116k | 17k | 6.80 |
| 2024-03-31 | $136k | 19k | 7.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management