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Liberty All-Star Equity Fund shares owned by Harbour Wealth Management Group

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Harbour Wealth Management Group from 13F filings

Historical chart of Harbour Wealth Management Group 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 Harbour Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Harbour Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $101k 16k 6.28

More positions owned by Harbour Wealth Management Group

Ishares Gold Tr Ishares New (IAU)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (XITK)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Tidal Trust I Foliobeyond Alte (RISR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Global X Uranium (URA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Harbour Wealth Management Group

Top funds holding Liberty All-Star Equity Fund

Raymond James Financial
LPL Financial
Absolute Investment Advisers
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Wells Fargo & Company
Penserra Capital Management
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Readystate Asset Management
Advisor Group Holdings

View all funds holding Liberty All-Star Equity Fund