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Collaborative Wealth Managment Inc.: SPDW position timeline

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

Collaborative Wealth Managment Inc. held 272,830 SPDW 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 272,830 shares
    Change vs previous 13F -18,580 shares

    5.78% of the 13F portfolio, value $13,747,892.

    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 291,410 shares
    Change vs previous 13F +47,571 shares

    6.13% of the 13F portfolio, value $13,302,855.

    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 243,839 shares
    Change vs previous 13F +29,756 shares

    3.82% of the 13F portfolio, value $10,828,908.

    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 214,083 shares
    Change vs previous 13F +24,772 shares

    3.71% of the 13F portfolio, value $9,160,606.

    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 189,311 shares
    Change vs previous 13F +23,982 shares

    3.34% of the 13F portfolio, value $7,665,196.

    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 165,329 shares
    Change vs previous 13F +2,023 shares

    2.82% of the 13F portfolio, value $6,019,625.

    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 163,306 shares
    Change vs previous 13F +9,368 shares

    2.53% of the 13F portfolio, value $5,573,631.

    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 153,938 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $5,781,911.

    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).