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Kovack Advisors, Inc.

Position in USA — Liberty All Star Equity Fund

CIK 1728321 FT. LAUDERDALE, FL

Position in USA

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$332,790
+$20,414 QoQ
Shares Held
57,279
+1.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#93
of 228 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in USA Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Kovack Advisors, Inc. holds $77,475,447 across 102 Asset Management names. USA ranks #53 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in USA

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $332,790 57,279
2026-03-31 $312,376 56,284
2025-12-31 $318,948 50,788
2025-06-30 $118,432 17,391
2023-09-30 $72,555 12,256
2023-06-30 $75,304 11,639
2023-03-31 $89,788 14,482
2022-09-30 $152,567 27,589
2022-06-30 $163,575 26,047
2022-03-31 $170,649 21,120