Collaborative Wealth Managment Inc.: IWD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Collaborative Wealth Managment Inc. on IWD, newest first. How the timeline and the estimate are built.
Collaborative Wealth Managment Inc. held 1,744 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,744 sharesChange vs previous 13F +1,744 shares
0.18% of the 13F portfolio, value $422,815.
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 0 sharesChange vs previous 13F -1,126 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,126 sharesChange vs previous 13F -5 shares
0.08% of the 13F portfolio, value $236,851.
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 1,131 sharesChange vs previous 13F +42 shares
0.09% of the 13F portfolio, value $230,266.
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 1,089 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $211,519.
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).