SEC 13F Intelligence

Columbia River Financial Group, LLC / HDV

Columbia River Financial Group, LLC’s Ishares Tr Position

Does Columbia River Financial Group, LLC own Ishares Tr (HDV)? Yes — 127.1K shares worth $17M (+10.02% of its 13F portfolio) as of Q1 2026, up from 123.4K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
127.1K
% of Portfolio
+10.02%
Quarters Held
6
currently held

Position History HDV

Reported value by quarter
Q4 ’24: $12MQ4 ’24Q1 ’25: $13MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.1K$17M+10.02%
Q4 2025123.4K$15M+9.21%
Q3 2025118.4K$14M+8.75%
Q2 2025115.5K$14M+8.90%
Q1 2025108.7K$13M+8.80%
Q4 2024105.3K$12M+8.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Columbia River Financial Group, LLC’s full portfolio or all institutional holders of HDV.