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Collaborative Wealth Managment Inc.: DNL position timeline

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

Collaborative Wealth Managment Inc. held 49,192 DNL 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 49,192 shares
    Change vs previous 13F -10,141 shares

    0.96% of the 13F portfolio, value $2,271,691.

    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 59,333 shares
    Change vs previous 13F +1,226 shares

    1.1% of the 13F portfolio, value $2,395,274.

    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 58,107 shares
    Change vs previous 13F +5,959 shares

    0.84% of the 13F portfolio, value $2,395,152.

    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 52,148 shares
    Change vs previous 13F -1,701 shares

    0.85% of the 13F portfolio, value $2,111,491.

    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 53,849 shares
    Change vs previous 13F -1,617 shares

    0.95% of the 13F portfolio, value $2,168,486.

    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 55,466 shares
    Change vs previous 13F -244 shares

    0.93% of the 13F portfolio, value $1,978,460.

    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 55,710 shares
    Change vs previous 13F -179 shares

    0.91% of the 13F portfolio, value $2,004,434.

    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 55,889 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,201,735.

    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).