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Disclosery

Columbia River Financial Group, LLC: SPDW position timeline

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

Columbia River Financial Group, LLC held 57,031 SPDW 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 57,031 shares
    Change vs previous 13F -6,277 shares

    1.54% of the 13F portfolio, value $2,873,000.

    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 63,308 shares
    Change vs previous 13F +1,035 shares

    1.68% of the 13F portfolio, value $2,890,000.

    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 62,273 shares
    Change vs previous 13F +1,700 shares

    1.7% of the 13F portfolio, value $2,765,000.

    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 60,573 shares
    Change vs previous 13F -8,640 shares

    1.64% of the 13F portfolio, value $2,652,000.

    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 69,213 shares
    Change vs previous 13F -6,059 shares

    1.81% of the 13F portfolio, value $2,794,000.

    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 75,272 shares
    Change vs previous 13F -1,479 shares

    1.83% of the 13F portfolio, value $2,740,000.

    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 76,751 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,619,000.

    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).