Liberty All-Star Equity Fund shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $94k | 15k | 6.34 |
| 2025-06-30 | $99k | 15k | 6.81 |
| 2025-03-31 | $93k | 14k | 6.55 |
| 2024-12-31 | $94k | 14k | 6.95 |
| 2022-03-31 | $85k | 11k | 8.10 |
| 2020-09-30 | $54k | 9.0k | 5.99 |
| 2020-03-31 | $41k | 8.6k | 4.79 |
| 2019-09-30 | $573k | 90k | 6.40 |
| 2019-06-30 | $1.1M | 174k | 6.42 |
| 2019-03-31 | $1.1M | 179k | 6.11 |
More positions owned by Golden State Wealth Management
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