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Collaborative Wealth Managment Inc.: PFFD position timeline

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

Collaborative Wealth Managment Inc. held 22,838 PFFD 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 22,838 shares
    Change vs previous 13F -9,456 shares

    0.18% of the 13F portfolio, value $426,834.

    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 32,294 shares
    Change vs previous 13F -160,274 shares

    0.27% of the 13F portfolio, value $594,209.

    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 192,568 shares
    Change vs previous 13F -83,405 shares

    1.28% of the 13F portfolio, value $3,641,454.

    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 275,973 shares
    Change vs previous 13F -88,603 shares

    2.17% of the 13F portfolio, value $5,362,149.

    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 364,576 shares
    Change vs previous 13F -50,255 shares

    2.99% of the 13F portfolio, value $6,864,959.

    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 414,831 shares
    Change vs previous 13F +6,638 shares

    3.69% of the 13F portfolio, value $7,898,380.

    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 408,193 shares
    Change vs previous 13F +12,146 shares

    3.61% of the 13F portfolio, value $7,963,849.

    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 396,047 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $8,229,855.

    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).