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Columbia Finl shares owned by True Wealth Design

Quarter-by-quarter ownership of Columbia Finl (CLBK) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Columbia Finl

Tip: Access up to 7 years of quarterly data

All positions including Columbia Finl held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Finl by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $405 27 15.04
2025-06-30 $363 25 14.52
2025-03-31 $180 12 15.00

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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
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Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
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Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Columbia Finl

Vanguard Group
BlackRock
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Renaissance Technologies
Morgan Stanley
Northern Trust
Charles Schwab Investment Management
Marshall Wace
Citadel Advisors
Creative Planning
D. E. Shaw & Co
Royal Bank of Canada
Two Sigma Investments

View all funds holding Columbia Finl