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COLUMBIA ADVISORY PARTNERS LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLUMBIA ADVISORY PARTNERS LLC on CEF, newest first. How the timeline and the estimate are built.

COLUMBIA ADVISORY PARTNERS LLC held 69,291 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,291 shares
    Change vs previous 13F +3,525 shares

    1.54% of the 13F portfolio, value $2,787,577.

    13F-HR 0001808179-26-000005 filed by COLUMBIA ADVISORY PARTNERS LLC
    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 65,766 shares
    Change vs previous 13F -19,559 shares

    2% of the 13F portfolio, value $3,138,354.

    13F-HR 0001808179-26-000004 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 85,325 shares
    Change vs previous 13F -7,057 shares

    2.66% of the 13F portfolio, value $3,907,885.

    13F-HR 0001808179-26-000001 filed by COLUMBIA ADVISORY PARTNERS LLC
    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 92,382 shares
    Change vs previous 13F -2,580 shares

    2.34% of the 13F portfolio, value $3,389,496.

    13F-HR 0001808179-25-000008 filed by COLUMBIA ADVISORY PARTNERS LLC
    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 94,962 shares
    Change vs previous 13F +5,812 shares

    2.16% of the 13F portfolio, value $2,858,356.

    13F-HR 0001808179-25-000005 filed by COLUMBIA ADVISORY PARTNERS LLC
    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 89,150 shares
    Change vs previous 13F +51,750 shares

    2.2% of the 13F portfolio, value $2,532,752.

    13F-HR 0001808179-25-000004 filed by COLUMBIA ADVISORY PARTNERS LLC
    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 37,400 shares
    Change vs previous 13F -4,070 shares

    0.83% of the 13F portfolio, value $888,624.

    13F-HR 0001808179-25-000002 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 41,470 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,015,600.

    13F-HR 0001808179-24-000006 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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