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Collaborative Wealth Managment Inc.: AVUV position timeline

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

Collaborative Wealth Managment Inc. held 91,438 AVUV 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 91,438 shares
    Change vs previous 13F -6,362 shares

    4.8% of the 13F portfolio, value $11,407,823.

    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 97,800 shares
    Change vs previous 13F +5,073 shares

    4.98% of the 13F portfolio, value $10,803,948.

    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 92,727 shares
    Change vs previous 13F +5,592 shares

    3.33% of the 13F portfolio, value $9,456,344.

    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 87,135 shares
    Change vs previous 13F +5,245 shares

    3.51% of the 13F portfolio, value $8,672,548.

    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 81,890 shares
    Change vs previous 13F +6,721 shares

    3.25% of the 13F portfolio, value $7,460,201.

    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 75,169 shares
    Change vs previous 13F +1,984 shares

    3.06% of the 13F portfolio, value $6,552,468.

    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 73,185 shares
    Change vs previous 13F +1,968 shares

    3.21% of the 13F portfolio, value $7,064,530.

    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 71,217 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $6,833,270.

    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).