Liberty All-Star Equity Fund shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 15k | 6.34 |
| 2025-03-31 | $98k | 15k | 6.55 |
| 2024-12-31 | $107k | 15k | 7.13 |
| 2024-09-30 | $107k | 15k | 7.10 |
| 2024-06-30 | $102k | 15k | 6.80 |
| 2023-12-31 | $98k | 15k | 6.53 |
| 2023-09-30 | $89k | 15k | 5.92 |
| 2023-06-30 | $97k | 15k | 6.47 |
| 2022-12-31 | $88k | 15k | 5.85 |