Skip to content
Disclosery

Collaborative Wealth Managment Inc.: FLMI position timeline

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

Collaborative Wealth Managment Inc. held 41,423 FLMI 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 41,423 shares
    Change vs previous 13F +2,546 shares

    0.44% of the 13F portfolio, value $1,042,618.

    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 38,877 shares
    Change vs previous 13F -270 shares

    0.44% of the 13F portfolio, value $963,765.

    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 39,147 shares
    Change vs previous 13F +392 shares

    0.34% of the 13F portfolio, value $973,590.

    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 38,755 shares
    Change vs previous 13F +4,959 shares

    0.39% of the 13F portfolio, value $959,958.

    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 33,796 shares
    Change vs previous 13F +2,728 shares

    0.36% of the 13F portfolio, value $819,900.

    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 31,068 shares
    Change vs previous 13F +843 shares

    0.36% of the 13F portfolio, value $759,303.

    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 30,225 shares
    Change vs previous 13F +2,829 shares

    0.34% of the 13F portfolio, value $738,554.

    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 27,396 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $685,165.

    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).