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Disclosery

Collaborative Wealth Managment Inc.: SPAB position timeline

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

Collaborative Wealth Managment Inc. held 11,172 SPAB 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 11,172 shares
    Change vs previous 13F +250 shares

    0.12% of the 13F portfolio, value $285,110.

    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 10,922 shares
    Change vs previous 13F -110 shares

    0.13% of the 13F portfolio, value $279,825.

    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 11,032 shares
    Change vs previous 13F -4,213 shares

    0.1% of the 13F portfolio, value $284,085.

    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 15,245 shares
    Change vs previous 13F +69 shares

    0.16% of the 13F portfolio, value $394,091.

    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 15,176 shares
    Change vs previous 13F +444 shares

    0.17% of the 13F portfolio, value $388,513.

    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 14,732 shares
    Change vs previous 13F -111 shares

    0.18% of the 13F portfolio, value $376,249.

    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 14,843 shares
    Change vs previous 13F -1,135 shares

    0.17% of the 13F portfolio, value $370,929.

    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 15,978 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $417,664.

    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).