David J Yvars Group STK — COLUMBIA SELIGM PREM TECH GR

Ownership history in David J Yvars Group  ·  7 quarters on record

AI Ownership Summary

David J Yvars Group reported COLUMBIA SELIGM PREM TECH GR (STK) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows STK at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in COLUMBIA SELIGM PREM TECH GR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STK was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STK stock page David J Yvars Group fund profile David J Yvars Group full holdings
How David J Yvars Group held STK — position size vs. price
% of Fund (quarterly)    STK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,583 +783 +4.4% 0.39% $705K 2026-04-08 $40.53
2025 Q4 ADDED — — — 17,800 +3,905 +28.1% 0.35% $655K 2026-01-12 $39.30
2025 Q3 ADDED — — — 13,895 +1,431 +11.5% 0.26% $491K 2025-10-27 $35.90
2025 Q2 REDUCED 8.0% +16.8% ❌ 12,464 -1,087 -8.0% 0.22% $379K 2025-07-09 $29.13
2025 Q1 ADDED — — — 13,551 +1,584 +13.2% 0.30% $379K 2025-04-17 $24.11
2024 Q4 ADDED — — — 11,967 +215 +1.8% 0.23% $382K 2025-01-14 $29.15
2024 Q3 INITIATED — — — 11,752 — — 0.24% $394K 2024-10-31 $26.74

🏢 Other funds also holding STK

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 3.25% Advisory Advocates, LLC 1.25% Compass Planning Associates Inc 0.25% Alteri Wealth LLC 0.22% Aviance Capital Partners, LLC 3Y 7Y 0.2% LAUREL OAK WEALTH MANAGEMENT, LLC 0.14% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.08% LVZ, Inc. 3Y 7Y 0.06% Janney Montgomery Scott LLC 3Y 7Y 0.03% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 0.03%

FAQ About David J Yvars Group and STK

These are the practical questions this page is built to answer before you even open the full history table.

How long has David J Yvars Group reported owning STK?

David J Yvars Group reported STK across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported STK position in David J Yvars Group's portfolio?

The largest reported portfolio weight for STK was 0.39% in 2026 Q1.

What is the latest reported STK position on this page?

The most recent filing on this page is 2026 Q1, when David J Yvars Group reported 18,583 shares, equal to 0.39% of portfolio, with an estimated market value of $705K.

What does the chart on this STK ownership page compare?

The chart compares David J Yvars Group's quarterly STK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did David J Yvars Group time their STK position?

Based on 13F filing dates vs. subsequent STK price moves, David J Yvars Group correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on STK relative to SPY over the holding period was +17.0%.

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