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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

COLB holding history

Columbia Banking System, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COLB overviewAll 13F holders of COLBFull Q2 2026 holdings

Shares (Q2 2026)
160
Value
$5.13K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of COLB by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160$5.13K<0.1%−225−58.4%ReducedHolders
Q1 2026385$10.6K<0.1%−2,200−85.1%ReducedHolders
Q4 20252,585$72.3K<0.1%+1,682+186.3%AddedHolders
Q3 2025903$23.2K<0.1%−300−24.9%ReducedHolders
Q2 20251,203$28.1K<0.1%+707+142.5%AddedHolders
Q1 2025496$12.4K<0.1%−138−21.8%ReducedHolders
Q4 2024634$17.1K<0.1%00.0%UnchangedHolders
Q3 2024634$16.6K<0.1%00.0%UnchangedHolders
Q2 2024634$12.6K<0.1%+634NewHolders