Skip to content
Disclosery

Collaborative Wealth Managment Inc.: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Collaborative Wealth Managment Inc. on AVEM, newest first. How the timeline and the estimate are built.

Collaborative Wealth Managment Inc. held 94,555 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,555 shares
    Change vs previous 13F -6,874 shares

    3.84% of the 13F portfolio, value $9,123,574.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,429 shares
    Change vs previous 13F +11,146 shares

    3.76% of the 13F portfolio, value $8,173,151.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,283 shares
    Change vs previous 13F +9,165 shares

    2.45% of the 13F portfolio, value $6,953,585.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 81,118 shares
    Change vs previous 13F +8,874 shares

    2.46% of the 13F portfolio, value $6,092,761.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,244 shares
    Change vs previous 13F +9,669 shares

    2.16% of the 13F portfolio, value $4,951,593.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,575 shares
    Change vs previous 13F +3,516 shares

    1.76% of the 13F portfolio, value $3,765,152.

    13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,059 shares
    Change vs previous 13F +4,757 shares

    1.58% of the 13F portfolio, value $3,472,093.

    13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,302 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,507,900.

    13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).