Skip to content
Disclosery

Collaborative Wealth Managment Inc.: BUFF position timeline

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

Collaborative Wealth Managment Inc. held 399,153 BUFF 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 399,153 shares
    Change vs previous 13F +22,386 shares

    8.85% of the 13F portfolio, value $21,027,359.

    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 376,767 shares
    Change vs previous 13F +349,076 shares

    8.58% of the 13F portfolio, value $18,616,057.

    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 27,691 shares
    Change vs previous 13F -587 shares

    0.49% of the 13F portfolio, value $1,380,673.

    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 28,278 shares
    Change vs previous 13F -649 shares

    0.56% of the 13F portfolio, value $1,381,536.

    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 28,927 shares
    Change vs previous 13F +2,304 shares

    0.59% of the 13F portfolio, value $1,359,569.

    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 26,623 shares
    Change vs previous 13F +15,203 shares

    0.55% of the 13F portfolio, value $1,173,808.

    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 11,420 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $512,872.

    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).