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COLDSTREAM CAPITAL MANAGEMENT INC: AFRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLDSTREAM CAPITAL MANAGEMENT INC on AFRM, newest first. How the timeline and the estimate are built.

COLDSTREAM CAPITAL MANAGEMENT INC held 2,621 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,621 shares
    Change vs previous 13F +2,621 shares

    <0.01% of the 13F portfolio, value $213,743.

    13F-HR 0001082339-26-000007 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,831 shares

    13F-HR 0001082339-26-000005 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,831 shares
    Change vs previous 13F -691 shares

    <0.01% of the 13F portfolio, value $210,712.

    13F-HR 0001082339-26-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,522 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $257,388.

    13F-HR 0001082339-25-000008 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,412 shares
    Change vs previous 13F -534 shares

    <0.01% of the 13F portfolio, value $235,907.

    13F-HR 0001082339-25-000006 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,946 shares
    Change vs previous 13F -296 shares

    <0.01% of the 13F portfolio, value $178,322.

    13F-HR 0001082339-25-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $258,339.

    13F-HR 0001082339-25-000001 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).