Columbia-River-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "BROS",
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  "GLTR",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "MUB",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "GE",
  "NOC",
  "VHT",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PG",
  null,
  null,
  null,
  "SPDW",
  "GLD",
  null,
  "SPLG",
  null,
  null,
  "SBUX",
  "VNQ",
  "VXF",
  "VV",
  "RVSB",
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  "VIG",
  null,
  "WY",
  null,
  "VYM",
  null,
  "SDY",
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  "LNT",
  null,
  null,
  null,
  "SCHA",
  "LUMN",
  null,
  "MFC",
  null,
  "IXUS",
  null,
  "GEV",
  "ZBH",
  "DGRO",
  null,
  "GWW",
  "ESGU",
  "BRK-B",
  "BA",
  "CCL",
  "CVX",
  "KO",
  "COST",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 124
Total Value: 149633
Accession Number: 0002057074-25-000002
Form Type: 13F-HR
CIK: columbia-river-financial-group
Manager Name: Columbia-River-Financial-Group

Data Enrichment

60% identified

75 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $149.6K total value

SEC FilingSEC DataHachi Filing

Manager:

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:191

Value:$13.0K

% of Portfolio:8.7% ($13.0K/$149.6K)

Alphabet Inc.

GOOGL|02079K305

Shares:80

Value:$12.0K

% of Portfolio:8.0% ($12.0K/$149.6K)

316092303

Shares:239

Value:$12.0K

% of Portfolio:8.0% ($12.0K/$149.6K)

464287697

Shares:125

Value:$12.0K

% of Portfolio:8.0% ($12.0K/$149.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	191	QoQ NEW(+191) YoY-	All Managers (Combined)	$13.0K	8.7% ($13.0K/$149.6K)	QoQ NEW(+$0) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	80	QoQ NEW(+80) YoY-	All Managers (Combined)	$12.0K	8.0% ($12.0K/$149.6K)	QoQ NEW(+$0) YoY-
(cusip316092303)✕	239	QoQ NEW(+239) YoY-	All Managers (Combined)	$12.0K	8.0% ($12.0K/$149.6K)	QoQ NEW(+$0) YoY-
(cusip464287697)✕	125	QoQ NEW(+125) YoY-	All Managers (Combined)	$12.0K	8.0% ($12.0K/$149.6K)	QoQ NEW(+$0) YoY-