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Collaborative Wealth Managment Inc.: AVGE position timeline

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

Collaborative Wealth Managment Inc. held 4,336 AVGE 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 4,336 shares
    Change vs previous 13F -303 shares

    0.18% of the 13F portfolio, value $429,735.

    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 4,639 shares
    Change vs previous 13F -28,298 shares

    0.19% of the 13F portfolio, value $408,327.

    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 32,937 shares
    Change vs previous 13F -2,838 shares

    1% of the 13F portfolio, value $2,829,591.

    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 35,775 shares
    Change vs previous 13F +2,702 shares

    1.21% of the 13F portfolio, value $2,984,030.

    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 33,073 shares
    Change vs previous 13F +1,572 shares

    1.12% of the 13F portfolio, value $2,562,531.

    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 31,501 shares
    Change vs previous 13F -919 shares

    1.05% of the 13F portfolio, value $2,242,533.

    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 32,420 shares
    Change vs previous 13F +1,805 shares

    1.06% of the 13F portfolio, value $2,346,211.

    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 30,615 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,261,518.

    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).