STK — COLUMBIA SELIGM PREM TECH GR

Ownership history in Cornerstone Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in COLUMBIA SELIGM PREM TECH GR (STK). 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
0.18% (2025 Q3)
Avg. % of fund
0.1%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 38,662 -112,935 -74.5% 0.05% $1.4M $36.36
2025 Q3 ADDED 151,597 +72,283 +91.1% 0.18% $5.4M $33.66
2025 Q2 UNCHANGED 79,314 — 0% 0.08% $2.4M $28.56
2025 Q1 INITIATED 79,314 — — 0.10% $2.2M $25.87
% of Fund (quarterly)    STK price (monthly, adj. close)

Other funds also holding STK

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.94% David J Yvars Group 3Y 0.35% Aviance Capital Partners, LLC 3Y 7Y 0.19% LAUREL OAK WEALTH MANAGEMENT, LLC 0.15% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.07% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.07% 1607 Capital Partners, LLC 3Y 7Y 0.06% LVZ, Inc. 3Y 7Y 0.06% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 0.03% Janney Montgomery Scott LLC 3Y 7Y 0.03%
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