| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| USA | LIBERTY ALL STAR EQUITY FUND | President | $1M | +$16.2K | +1.65% | Oct 1, 2025 |
| ASG | LIBERTY ALL STAR GROWTH FUND INC. | President | $780K | +$14K | +1.83% | Oct 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|