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Collaborative Wealth Managment Inc.: RAAX position timeline

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

Collaborative Wealth Managment Inc. held 33,596 RAAX 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 33,596 shares
    Change vs previous 13F +9,792 shares

    0.56% of the 13F portfolio, value $1,332,753.

    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 23,804 shares
    Change vs previous 13F +16,682 shares

    0.45% of the 13F portfolio, value $969,061.

    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 7,122 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $248,771.

    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).