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COLUMBIA ADVISORY PARTNERS LLC: SCHV position timeline

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

COLUMBIA ADVISORY PARTNERS LLC held 7,366 SCHV 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 7,366 shares
    Change vs previous 13F -1,931 shares

    0.14% of the 13F portfolio, value $256,410.

    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 9,297 shares
    Change vs previous 13F -2,122 shares

    0.18% of the 13F portfolio, value $283,559.

    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 11,419 shares
    Change vs previous 13F -343 shares

    0.23% of the 13F portfolio, value $338,117.

    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 11,762 shares
    Change vs previous 13F -5,777 shares

    0.24% of the 13F portfolio, value $342,392.

    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 17,539 shares
    Change vs previous 13F -10,744 shares

    0.37% of the 13F portfolio, value $485,304.

    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 28,283 shares
    Change vs previous 13F -1,014 shares

    0.65% of the 13F portfolio, value $751,762.

    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 29,297 shares
    Change vs previous 13F +29,297 shares

    0.71% of the 13F portfolio, value $763,773.

    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 0 shares
    Change vs previous 13F not available

    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).

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