COLUMBIA ADVISORY PARTNERS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$106M
Signature - Title
Kim Smith - Chief Compliance Officer
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by COLUMBIA ADVISORY PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. COLUMBIA ADVISORY PARTNERS LLC reported 58 stock holdings with total value $106M as of Q3 2024. Top holdings included COWZ, SCHD, VOE, XLG, and XLI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 58 $106M +$7.5M -$10.2M -$2.66M COWZ, SCHD, VOE, XLG, XLI 13F-HR 10/18/2024, 12:20 PM
Q2 2024 53 $102M +$11.1M -$6.84M +$4.24M COWZ, SCHD, XLG, VOE, XLI 13F-HR 7/12/2024, 01:22 PM
Q1 2024 51 $98.7M +$6.13M -$11.7M -$5.57M COWZ, SCHD, VOE, XLG, XLI 13F-HR 4/12/2024, 05:49 PM
Q4 2023 63 $97.3M +$9.11M -$11.2M -$2.11M COWZ, SCHD, VOE, XLG, XLI 13F-HR 1/9/2024, 06:21 PM
Q3 2023 67 $91.8M +$22.9M -$15.5M +$7.42M SCHD, COWZ, VOE, XLG, BUFR 13F-HR 10/16/2023, 01:53 PM
Q2 2023 58 $93.5M +$6.82M -$22M -$15.2M SCHD, COWZ, BUFR, VOE, XLG 13F-HR 8/2/2023, 02:04 PM
Q1 2023 58 $106M +$47.3M -$50.3M -$3.09M SCHD, COWZ, VOE, BUFR, XLG 13F-HR 5/9/2023, 05:06 PM
Q4 2022 62 $105M +$19.9M -$2.57M +$17.3M SCHD, VOE, JHML, TIP, IWO 13F-HR 1/27/2023, 06:50 PM
Q3 2022 44 $82M +$2.81M -$3.5M -$699K SCHD, VOE, TIP, JHML, IWO 13F-HR 11/7/2022, 07:09 PM
Q2 2022 45 $87.3M +$6.36M -$4.02M +$2.34M SCHD, VOE, TIP, JHML, IWO 13F-HR 8/3/2022, 03:52 PM
Q1 2022 53 $99.7M +$18.8M -$10.9M +$7.84M SCHD, VOE, JHML, TIP, IWO 13F-HR 4/29/2022, 12:11 PM
Q4 2021 53 $100M $0 $0 SCHD, VOE, JHML, TIP, SCHA 13F-HR 1/25/2022, 01:51 PM