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Disclosery

Collaborative Wealth Managment Inc.: HDV position timeline

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

Collaborative Wealth Managment Inc. held 36,305 HDV 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 36,305 shares
    Change vs previous 13F +29,027 shares

    0.42% of the 13F portfolio, value $995,130.

    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 7,278 shares
    Change vs previous 13F -1,984 shares

    0.45% of the 13F portfolio, value $987,745.

    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 9,262 shares
    Change vs previous 13F -533 shares

    0.4% of the 13F portfolio, value $1,126,368.

    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 9,795 shares
    Change vs previous 13F +70 shares

    0.49% of the 13F portfolio, value $1,199,353.

    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 9,725 shares
    Change vs previous 13F -328 shares

    0.5% of the 13F portfolio, value $1,139,432.

    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 10,053 shares
    Change vs previous 13F -568 shares

    0.57% of the 13F portfolio, value $1,217,568.

    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 10,621 shares
    Change vs previous 13F -303 shares

    0.54% of the 13F portfolio, value $1,192,323.

    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 10,924 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,284,843.

    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).