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Disclosery

Collaborative Wealth Managment Inc.: DON position timeline

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

Collaborative Wealth Managment Inc. held 17,406 DON 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 17,406 shares
    Change vs previous 13F +75 shares

    0.41% of the 13F portfolio, value $983,774.

    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 17,331 shares
    Change vs previous 13F -1,797 shares

    0.42% of the 13F portfolio, value $910,554.

    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 19,128 shares
    Change vs previous 13F -1,473 shares

    0.35% of the 13F portfolio, value $987,019.

    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 20,601 shares
    Change vs previous 13F +154 shares

    0.44% of the 13F portfolio, value $1,077,449.

    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 20,447 shares
    Change vs previous 13F -1,002 shares

    0.45% of the 13F portfolio, value $1,024,795.

    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 21,449 shares
    Change vs previous 13F +435 shares

    0.5% of the 13F portfolio, value $1,062,161.

    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 21,014 shares
    Change vs previous 13F +64 shares

    0.49% of the 13F portfolio, value $1,071,092.

    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 20,950 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,071,194.

    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).