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Collaborative Wealth Managment Inc.: MLPX position timeline

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

Collaborative Wealth Managment Inc. held 51,863 MLPX 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 51,863 shares
    Change vs previous 13F +12,118 shares

    1.61% of the 13F portfolio, value $3,820,253.

    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 39,745 shares
    Change vs previous 13F +6,288 shares

    1.35% of the 13F portfolio, value $2,938,729.

    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 33,457 shares
    Change vs previous 13F +12,738 shares

    0.71% of the 13F portfolio, value $2,025,129.

    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 20,719 shares
    Change vs previous 13F +4,663 shares

    0.53% of the 13F portfolio, value $1,299,270.

    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 16,056 shares
    Change vs previous 13F +4,485 shares

    0.44% of the 13F portfolio, value $1,006,096.

    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 11,571 shares
    Change vs previous 13F +384 shares

    0.35% of the 13F portfolio, value $738,367.

    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 11,187 shares
    Change vs previous 13F +20 shares

    0.31% of the 13F portfolio, value $677,475.

    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 11,167 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $607,808.

    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).