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Collaborative Wealth Managment Inc.: FDL position timeline

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

Collaborative Wealth Managment Inc. held 57,203 FDL 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 57,203 shares
    Change vs previous 13F +8,627 shares

    1.17% of the 13F portfolio, value $2,783,505.

    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 48,576 shares
    Change vs previous 13F -7,242 shares

    1.14% of the 13F portfolio, value $2,467,639.

    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 55,818 shares
    Change vs previous 13F +1,529 shares

    0.87% of the 13F portfolio, value $2,474,963.

    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 54,289 shares
    Change vs previous 13F -363 shares

    0.95% of the 13F portfolio, value $2,356,668.

    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 54,652 shares
    Change vs previous 13F -2,965 shares

    1% of the 13F portfolio, value $2,288,283.

    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 57,617 shares
    Change vs previous 13F -97 shares

    1.17% of the 13F portfolio, value $2,502,886.

    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 57,714 shares
    Change vs previous 13F +435 shares

    1.05% of the 13F portfolio, value $2,323,562.

    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 57,279 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,402,840.

    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).