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Disclosery

Columbia River Financial Group, LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Columbia River Financial Group, LLC on IVW, newest first. How the timeline and the estimate are built.

Columbia River Financial Group, LLC held 11,030 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,030 shares
    Change vs previous 13F -362 shares

    0.81% of the 13F portfolio, value $1,516,000.

    13F-HR 0002057074-26-000004 filed by Columbia River Financial Group, 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 11,392 shares
    Change vs previous 13F +167 shares

    0.75% of the 13F portfolio, value $1,288,000.

    13F-HR 0002057074-26-000002 filed by Columbia River Financial Group, 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 11,225 shares
    Change vs previous 13F -141 shares

    0.85% of the 13F portfolio, value $1,383,000.

    13F-HR 0002057074-26-000001 filed by Columbia River Financial Group, 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 11,366 shares
    Change vs previous 13F -42 shares

    0.87% of the 13F portfolio, value $1,413,000.

    13F-HR 0002057074-25-000005 filed by Columbia River Financial Group, 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 11,408 shares
    Change vs previous 13F -3,733 shares

    0.84% of the 13F portfolio, value $1,299,000.

    13F-HR 0002060492-25-000002 filed by Columbia River Financial Group, 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 15,141 shares
    Change vs previous 13F +219 shares

    0.94% of the 13F portfolio, value $1,405,000.

    13F-HR 0002057074-25-000002 filed by Columbia River Financial Group, 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 14,922 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,515,000.

    13F-HR 0002057074-25-000001 filed by Columbia River Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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