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Collaborative Wealth Managment Inc.: JQUA position timeline

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

Collaborative Wealth Managment Inc. held 73,844 JQUA 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 73,844 shares
    Change vs previous 13F -785 shares

    2.25% of the 13F portfolio, value $5,337,437.

    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 74,629 shares
    Change vs previous 13F -46,139 shares

    2.11% of the 13F portfolio, value $4,576,260.

    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 120,768 shares
    Change vs previous 13F +6,847 shares

    2.69% of the 13F portfolio, value $7,630,141.

    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 113,921 shares
    Change vs previous 13F +5,264 shares

    2.9% of the 13F portfolio, value $7,166,741.

    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 108,657 shares
    Change vs previous 13F +5,880 shares

    2.85% of the 13F portfolio, value $6,524,825.

    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 102,777 shares
    Change vs previous 13F -298 shares

    2.71% of the 13F portfolio, value $5,803,829.

    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 103,075 shares
    Change vs previous 13F +3,189 shares

    2.68% of the 13F portfolio, value $5,903,105.

    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 99,886 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $5,650,533.

    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).