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Disclosery

Collaborative Wealth Managment Inc.: SLYG position timeline

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

Collaborative Wealth Managment Inc. held 2,382 SLYG 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 2,382 shares
    Change vs previous 13F -39 shares

    0.12% of the 13F portfolio, value $283,710.

    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 2,421 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $233,941.

    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).