Skip to content
Disclosery

Collaborative Wealth Managment Inc.: QYLD position timeline

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

Collaborative Wealth Managment Inc. held 34,270 QYLD 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 34,270 shares
    Change vs previous 13F -2,403 shares

    0.27% of the 13F portfolio, value $631,596.

    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 36,673 shares
    Change vs previous 13F -24,676 shares

    0.29% of the 13F portfolio, value $628,945.

    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 61,349 shares
    Change vs previous 13F -25,796 shares

    0.38% of the 13F portfolio, value $1,084,028.

    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 87,145 shares
    Change vs previous 13F -27,704 shares

    0.6% of the 13F portfolio, value $1,482,335.

    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 114,849 shares
    Change vs previous 13F -13,674 shares

    0.84% of the 13F portfolio, value $1,920,282.

    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 128,523 shares
    Change vs previous 13F +4,666 shares

    1% of the 13F portfolio, value $2,137,337.

    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 123,857 shares
    Change vs previous 13F +4,486 shares

    1.02% of the 13F portfolio, value $2,256,675.

    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 119,371 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,153,453.

    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).