Liberty All-Star Equity Fund shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 15k | 6.34 |
| 2025-06-30 | $102k | 15k | 6.81 |
| 2025-03-31 | $98k | 15k | 6.55 |
| 2024-12-31 | $104k | 15k | 6.95 |
| 2024-06-30 | $102k | 15k | 6.80 |
| 2024-03-31 | $107k | 15k | 7.15 |
| 2023-12-31 | $96k | 15k | 6.38 |
| 2023-09-30 | $88k | 15k | 5.88 |
| 2023-06-30 | $97k | 15k | 6.47 |
| 2023-03-31 | $93k | 15k | 6.20 |
| 2022-12-31 | $86k | 15k | 5.70 |
| 2022-09-30 | $83k | 15k | 5.53 |
| 2022-06-30 | $94k | 15k | 6.27 |
| 2022-03-31 | $121k | 15k | 8.07 |
| 2021-12-31 | $126k | 15k | 8.40 |
| 2021-09-30 | $129k | 15k | 8.60 |
| 2021-06-30 | $136k | 15k | 9.07 |
| 2021-03-31 | $114k | 15k | 7.60 |
| 2020-12-31 | $104k | 15k | 6.93 |
| 2020-09-30 | $90k | 15k | 6.00 |
| 2020-06-30 | $86k | 15k | 5.73 |
| 2020-03-31 | $48k | 10k | 4.80 |
| 2019-12-31 | $68k | 10k | 6.80 |
| 2019-09-30 | $65k | 10k | 6.50 |
More positions owned by Graves-Light Private Wealth Management
View all positions for Graves-Light Private Wealth Management