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Collaborative Wealth Managment Inc.: QHY position timeline

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

Collaborative Wealth Managment Inc. held 7,818 QHY 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 7,818 shares
    Change vs previous 13F -1,177 shares

    0.15% of the 13F portfolio, value $358,159.

    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 8,995 shares
    Change vs previous 13F -48,057 shares

    0.19% of the 13F portfolio, value $409,651.

    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 57,052 shares
    Change vs previous 13F -3,427 shares

    0.93% of the 13F portfolio, value $2,649,505.

    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 60,479 shares
    Change vs previous 13F -3,590 shares

    1.14% of the 13F portfolio, value $2,815,319.

    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 64,069 shares
    Change vs previous 13F -4,464 shares

    1.29% of the 13F portfolio, value $2,953,601.

    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 68,533 shares
    Change vs previous 13F -3,638 shares

    1.45% of the 13F portfolio, value $3,090,574.

    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 72,171 shares
    Change vs previous 13F -5,304 shares

    1.48% of the 13F portfolio, value $3,257,478.

    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 77,475 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,578,579.

    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).