Indivisible Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Indivisible Partners’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69.9K	Buy	+12,116	New	+$71.5K	﹤0.01%	741

Other funds holding USA

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return

Indivisible Partners's USA Position: Q3 2026 in Review

Indivisible Partners opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2026: 12,116 shares worth $69.9K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings.

85 funds tracked by Wall St. Rank hold USA as of Q3 2026.

Indivisible Partners held 12,116 shares of Liberty All-Star Equity Fund worth $69.9K as of Q3 2026.
Liberty All-Star Equity Fund was a new Indivisible Partners position in Q3 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Indivisible Partners's portfolio in Q3 2026, its #741 holding.
85 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Indivisible Partners's 13F filing for Q3 2026, filed 26 Oct 2026.