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Disclosery

Collaborative Wealth Managment Inc.: GLTR position timeline

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

Collaborative Wealth Managment Inc. held 2,660 GLTR 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 2,660 shares
    Change vs previous 13F +172 shares

    0.2% of the 13F portfolio, value $481,859.

    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 2,488 shares
    Change vs previous 13F +103 shares

    0.25% of the 13F portfolio, value $544,175.

    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 2,385 shares
    Change vs previous 13F +973 shares

    0.17% of the 13F portfolio, value $490,356.

    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 1,412 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $233,615.

    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).