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Collaborative Wealth Managment Inc.: KJAN position timeline

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

Collaborative Wealth Managment Inc. held 5,723 KJAN 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 5,723 shares
    Change vs previous 13F -638 shares

    0.11% of the 13F portfolio, value $261,140.

    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 6,361 shares
    Change vs previous 13F -5,597 shares

    0.12% of the 13F portfolio, value $265,394.

    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 11,958 shares
    Change vs previous 13F -1,388 shares

    0.17% of the 13F portfolio, value $495,300.

    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 13,346 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $538,578.

    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 13,346 shares
    Change vs previous 13F +1,028 shares

    0.22% of the 13F portfolio, value $500,208.

    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 12,318 shares
    Change vs previous 13F +5,723 shares

    0.21% of the 13F portfolio, value $440,245.

    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 6,595 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $246,323.

    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 6,595 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $244,477.

    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).