STK — COLUMBIA SELIGM PREM TECH GR

Ownership history in David J Yvars Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group 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
0.35% (2025 Q4)
Avg. % of fund
0.27%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,800 +3,905 +28.1% 0.35% $655K $36.36
2025 Q3 ADDED 13,895 +1,431 +11.5% 0.26% $491K $33.66
2025 Q2 REDUCED 12,464 -1,087 -8.0% 0.22% $379K $28.56
2025 Q1 ADDED 13,551 +1,584 +13.2% 0.30% $379K $25.87
2024 Q4 ADDED 11,967 +215 +1.8% 0.23% $382K $29.12
2024 Q3 INITIATED 11,752 — — 0.24% $394K $27.36
% 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% 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% Cornerstone Advisors, LLC 3Y 0.05% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 0.03% Janney Montgomery Scott LLC 3Y 7Y 0.03%
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