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Disclosery

COLUMBIA ADVISORY PARTNERS LLC: SGOV position timeline

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

COLUMBIA ADVISORY PARTNERS LLC held 8,993 SGOV 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 8,993 shares
    Change vs previous 13F +8,993 shares

    0.5% of the 13F portfolio, value $905,325.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,142 shares

    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).

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

  3. period ended2025-09-30
    13F 2,142 shares
    Change vs previous 13F +2,142 shares

    0.15% of the 13F portfolio, value $215,699.

    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).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,462 shares

    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).

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

  5. period ended2024-12-31
    13F 11,462 shares
    Change vs previous 13F +11,462 shares

    1.07% of the 13F portfolio, value $1,149,868.

    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).

  6. 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.