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Disclosery

Columbia River Financial Group, LLC: SPYM position timeline

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

Columbia River Financial Group, LLC held 125,249 SPYM 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 125,249 shares
    Change vs previous 13F -122 shares

    5.91% of the 13F portfolio, value $11,006,000.

    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 125,371 shares
    Change vs previous 13F +6,002 shares

    5.57% of the 13F portfolio, value $9,595,000.

    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 119,369 shares
    Change vs previous 13F -6,724 shares

    5.88% of the 13F portfolio, value $9,575,000.

    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 126,093 shares
    Change vs previous 13F -4,940 shares

    6.23% of the 13F portfolio, value $10,107,000.

    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 131,033 shares
    Change vs previous 13F -2,636 shares

    6.3% of the 13F portfolio, value $9,729,000.

    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 133,669 shares
    Change vs previous 13F -55,716 shares

    5.87% of the 13F portfolio, value $8,790,000.

    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 189,385 shares
    Change vs previous 13F not available

    8.97% of the 13F portfolio, value $13,056,000.

    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).