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Collaborative Wealth Managment Inc.: FPEI position timeline

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

Collaborative Wealth Managment Inc. held 17,011 FPEI 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 17,011 shares
    Change vs previous 13F -8,648 shares

    0.14% of the 13F portfolio, value $328,142.

    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 25,659 shares
    Change vs previous 13F -139,711 shares

    0.22% of the 13F portfolio, value $487,515.

    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 165,370 shares
    Change vs previous 13F +75,784 shares

    1.13% of the 13F portfolio, value $3,206,517.

    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 89,586 shares
    Change vs previous 13F +49,260 shares

    0.7% of the 13F portfolio, value $1,732,598.

    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 40,326 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $765,798.

    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).