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Disclosery

Columbia Asset Management: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Columbia Asset Management on SPY, newest first. How the timeline and the estimate are built.

Columbia Asset Management held 13,834 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,834 shares
    Change vs previous 13F -332 shares

    1.8% of the 13F portfolio, value $10,331,069.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 14,166 shares
    Change vs previous 13F +274 shares

    1.75% of the 13F portfolio, value $9,212,957.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 13,892 shares
    Change vs previous 13F -265 shares

    1.68% of the 13F portfolio, value $9,473,269.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 14,157 shares
    Change vs previous 13F -744 shares

    1.77% of the 13F portfolio, value $9,431,190.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 14,901 shares
    Change vs previous 13F +500 shares

    1.81% of the 13F portfolio, value $9,206,363.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 14,401 shares
    Change vs previous 13F +111 shares

    1.64% of the 13F portfolio, value $8,055,599.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 14,290 shares
    Change vs previous 13F +53 shares

    1.6% of the 13F portfolio, value $8,375,092.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 14,237 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $8,169,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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