Skip to content
Disclosery

Collaborative Wealth Managment Inc.: ONEY position timeline

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

Collaborative Wealth Managment Inc. held 40,204 ONEY 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 40,204 shares
    Change vs previous 13F +2,346 shares

    2.17% of the 13F portfolio, value $5,150,193.

    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 37,858 shares
    Change vs previous 13F +5,533 shares

    2.09% of the 13F portfolio, value $4,544,820.

    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 32,325 shares
    Change vs previous 13F +7,626 shares

    1.29% of the 13F portfolio, value $3,670,825.

    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 24,699 shares
    Change vs previous 13F +567 shares

    1.13% of the 13F portfolio, value $2,794,879.

    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 24,132 shares
    Change vs previous 13F +1,653 shares

    1.14% of the 13F portfolio, value $2,612,704.

    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 22,479 shares
    Change vs previous 13F +781 shares

    1.15% of the 13F portfolio, value $2,455,545.

    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 21,698 shares
    Change vs previous 13F +260 shares

    1.07% of the 13F portfolio, value $2,362,103.

    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 21,438 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,404,486.

    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).