Collaborative Wealth Managment Inc.: FTCS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Collaborative Wealth Managment Inc. on FTCS, newest first. How the timeline and the estimate are built.
Collaborative Wealth Managment Inc. held 2,885 FTCS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 2,885 sharesChange vs previous 13F -672 shares
0.11% of the 13F portfolio, value $270,959.
13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,557 sharesChange vs previous 13F -796 shares
0.15% of the 13F portfolio, value $329,947.
13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,353 sharesChange vs previous 13F -56 shares
0.14% of the 13F portfolio, value $402,713.
13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,409 sharesChange vs previous 13F +1 shares
0.17% of the 13F portfolio, value $412,869.
13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,408 sharesChange vs previous 13F -373 shares
0.17% of the 13F portfolio, value $400,653.
13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,781 sharesChange vs previous 13F -85 shares
0.2% of the 13F portfolio, value $428,579.
13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,866 sharesChange vs previous 13F -72 shares
0.19% of the 13F portfolio, value $427,342.
13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,938 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $448,330.
13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).