Liberty All-Star Equity Fund shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Liberty All-Star Equity Fund
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All positions including Liberty All-Star Equity Fund held by J.w. Cole Advisors 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $763k | 129k | 5.93 |
| 2025-09-30 | $937k | 148k | 6.34 |
| 2025-06-30 | $1.3M | 186k | 6.81 |
| 2025-03-31 | $1.2M | 186k | 6.55 |
| 2024-12-31 | $331k | 48k | 6.95 |
| 2024-09-30 | $396k | 56k | 7.10 |
| 2024-06-30 | $366k | 54k | 6.80 |
| 2024-03-31 | $174k | 24k | 7.15 |