Collaborative Wealth Managment Inc.: QIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Collaborative Wealth Managment Inc. on QIS, newest first. How the timeline and the estimate are built.
Collaborative Wealth Managment Inc. held 0 QIS shares at 2025-09-30 per its 13F-HR filed 2025-11-07.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -9,185 shares
13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 9,185 sharesChange vs previous 13F -1,735 shares
0.09% of the 13F portfolio, value $201,987.
13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,920 sharesChange vs previous 13F -924 shares
0.12% of the 13F portfolio, value $253,458.
13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,844 sharesChange vs previous 13F +883 shares
0.13% of the 13F portfolio, value $290,137.
13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,961 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $269,596.
13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).