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Liberty All-Star Equity Fund shares owned by Next Level Wealth Planning

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Next Level Wealth Planning from 13F filings

Historical chart of Next Level Wealth Planning investment in Liberty All-Star Equity Fund

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All positions including Liberty All-Star Equity Fund held by Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $143k 23k 6.34
2025-06-30 $154k 23k 6.81
2025-03-31 $148k 23k 6.55
2024-12-31 $153k 22k 6.95

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View all positions for Next Level Wealth Planning

Top funds holding Liberty All-Star Equity Fund

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

View all funds holding Liberty All-Star Equity Fund