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Collaborative Wealth Managment Inc.: EMCB position timeline

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

Collaborative Wealth Managment Inc. held 3,102 EMCB 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 3,102 shares
    Change vs previous 13F -678 shares

    0.09% of the 13F portfolio, value $205,280.

    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 3,780 shares
    Change vs previous 13F -20,572 shares

    0.11% of the 13F portfolio, value $247,668.

    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 24,352 shares
    Change vs previous 13F -3,626 shares

    0.57% of the 13F portfolio, value $1,618,657.

    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 27,978 shares
    Change vs previous 13F -2,387 shares

    0.76% of the 13F portfolio, value $1,873,306.

    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 30,365 shares
    Change vs previous 13F -1,646 shares

    0.87% of the 13F portfolio, value $2,002,350.

    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 32,011 shares
    Change vs previous 13F -1,365 shares

    0.98% of the 13F portfolio, value $2,093,855.

    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 33,376 shares
    Change vs previous 13F -2,650 shares

    0.98% of the 13F portfolio, value $2,166,659.

    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 36,026 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,402,182.

    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).