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Collaborative Wealth Managment Inc.: QQQM position timeline

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

Collaborative Wealth Managment Inc. held 22,831 QQQM 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 22,831 shares
    Change vs previous 13F -330 shares

    2.91% of the 13F portfolio, value $6,917,107.

    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 23,161 shares
    Change vs previous 13F -12,052 shares

    2.54% of the 13F portfolio, value $5,503,596.

    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 35,213 shares
    Change vs previous 13F +347 shares

    3.14% of the 13F portfolio, value $8,906,028.

    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 34,866 shares
    Change vs previous 13F +989 shares

    3.49% of the 13F portfolio, value $8,615,975.

    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 33,877 shares
    Change vs previous 13F +1,281 shares

    3.36% of the 13F portfolio, value $7,693,524.

    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 32,596 shares
    Change vs previous 13F -801 shares

    2.94% of the 13F portfolio, value $6,291,675.

    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 33,397 shares
    Change vs previous 13F +986 shares

    3.19% of the 13F portfolio, value $7,028,350.

    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 32,411 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $6,509,680.

    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).