DIAL — COLUMBIA ETF TR I

Ownership history in Convergence Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Convergence Financial, LLC reported a position in COLUMBIA ETF TR I (DIAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.87% (2025 Q4)
Avg. % of fund
0.87%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 326,547 +11,294 +3.6% 0.87% $6.0M $18.20
2025 Q3 INITIATED 315,253 — — 0.87% $5.8M $18.00
% of Fund (quarterly)    DIAL price (monthly, adj. close)

Other funds also holding DIAL

As of 2025 Q4 — sorted by position size

Pine Valley Investments Ltd Liability Co 1.34% Hobart Private Capital, LLC 3Y 1.12% BankPlus Wealth Management LLC 0.59% Millington Financial Advisors, LLC 3Y 0.55% New Insight Wealth Advisors 0.51% Acorn Wealth Advisors, LLC 3Y 7Y 0.25% Collaborative Wealth Managment Inc. 3Y 0.2% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 0.06% Walkner Condon Financial Advisors LLC 3Y 0.05% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 0.04%
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