USA β€” LIBERTY ALL STAR EQUITY FD

Ownership history in Mutual Advisors, LLC  Β·  19 quarters on record

AI Ownership Summary

Mutual Advisors, LLC reported LIBERTY ALL STAR EQUITY FD (USA) in 19 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows USA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mutual Advisors, LLC's position in LIBERTY ALL STAR EQUITY FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

USA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mutual Advisors, LLC held USA β€” position size vs. price
% of Fund (quarterly)    USA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,450 -3,391 -24.5% 0.00% $66K 2025-11-04 $5.90
2025 Q2 UNCHANGED 13,841 β€” 0% 0.00% $92K 2025-07-28 $6.29
2025 Q1 UNCHANGED 13,841 β€” 0% 0.00% $87K 2025-04-28 $5.78
2024 Q4 REDUCED 13,841 -61,513 -81.6% 0.00% $98K 2025-01-17 $6.25
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mutual Advisors, LLC and USA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mutual Advisors, LLC reported owning USA?

Mutual Advisors, LLC reported USA across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported USA position in Mutual Advisors, LLC's portfolio?

The largest reported portfolio weight for USA was 0.00% in 2024 Q4.

What is the latest reported USA position on this page?

The most recent filing on this page is 2025 Q3, when Mutual Advisors, LLC reported 10,450 shares, equal to 0.00% of portfolio, with an estimated market value of $66K.

What does the chart on this USA ownership page compare?

The chart compares Mutual Advisors, LLC's quarterly USA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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