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Collaborative Wealth Managment Inc.: EMLC position timeline

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

Collaborative Wealth Managment Inc. held 28,502 EMLC 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 28,502 shares
    Change vs previous 13F -12,680 shares

    0.31% of the 13F portfolio, value $728,511.

    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 41,182 shares
    Change vs previous 13F -155,791 shares

    0.48% of the 13F portfolio, value $1,034,073.

    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 196,973 shares
    Change vs previous 13F +11,406 shares

    1.79% of the 13F portfolio, value $5,085,840.

    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 185,567 shares
    Change vs previous 13F -433 shares

    1.91% of the 13F portfolio, value $4,733,818.

    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 186,000 shares
    Change vs previous 13F +2,414 shares

    2.06% of the 13F portfolio, value $4,715,106.

    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 183,586 shares
    Change vs previous 13F +5,167 shares

    2.05% of the 13F portfolio, value $4,380,364.

    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 178,419 shares
    Change vs previous 13F +16,081 shares

    1.87% of the 13F portfolio, value $4,123,263.

    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 162,338 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,123,383.

    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).