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Disclosery

Collaborative Wealth Managment Inc.: PKW position timeline

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

Collaborative Wealth Managment Inc. held 6,959 PKW 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 6,959 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $985,860.

    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 6,959 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $913,407.

    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 6,959 shares
    Change vs previous 13F -515 shares

    0.33% of the 13F portfolio, value $934,780.

    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 7,474 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $990,200.

    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 7,474 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $923,828.

    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 7,474 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $842,096.

    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 7,474 shares
    Change vs previous 13F -237 shares

    0.39% of the 13F portfolio, value $860,520.

    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 7,711 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $883,102.

    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).