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Collaborative Wealth Managment Inc.: KNG position timeline

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

Collaborative Wealth Managment Inc. held 7,272 KNG 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 7,272 shares
    Change vs previous 13F -433 shares

    0.15% of the 13F portfolio, value $367,236.

    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 7,705 shares
    Change vs previous 13F -19,810 shares

    0.17% of the 13F portfolio, value $375,311.

    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 27,515 shares
    Change vs previous 13F -2,155 shares

    0.48% of the 13F portfolio, value $1,352,354.

    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 29,670 shares
    Change vs previous 13F -948 shares

    0.59% of the 13F portfolio, value $1,463,037.

    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 30,618 shares
    Change vs previous 13F -1,997 shares

    0.66% of the 13F portfolio, value $1,503,344.

    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 32,615 shares
    Change vs previous 13F +1,800 shares

    0.77% of the 13F portfolio, value $1,647,710.

    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 30,815 shares
    Change vs previous 13F +1,273 shares

    0.7% of the 13F portfolio, value $1,547,221.

    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 29,542 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,609,448.

    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).