Liberty All-Star Equity Fund shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 59k | 6.34 |
| 2025-06-30 | $404k | 59k | 6.81 |
| 2025-03-31 | $542k | 83k | 6.55 |
| 2024-12-31 | $582k | 84k | 6.95 |
| 2024-09-30 | $600k | 85k | 7.10 |
| 2024-06-30 | $582k | 85k | 6.89 |
More positions owned by Heritage Wealth Management
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