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Collaborative Wealth Managment Inc.: SPIB position timeline

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

Collaborative Wealth Managment Inc. held 34,838 SPIB 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 34,838 shares
    Change vs previous 13F +2,975 shares

    0.49% of the 13F portfolio, value $1,165,678.

    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 31,863 shares
    Change vs previous 13F -302 shares

    0.49% of the 13F portfolio, value $1,068,699.

    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 32,165 shares
    Change vs previous 13F +673 shares

    0.38% of the 13F portfolio, value $1,087,482.

    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 31,492 shares
    Change vs previous 13F -1,722 shares

    0.43% of the 13F portfolio, value $1,067,274.

    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 33,214 shares
    Change vs previous 13F +1,891 shares

    0.49% of the 13F portfolio, value $1,115,326.

    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 31,323 shares
    Change vs previous 13F -587 shares

    0.49% of the 13F portfolio, value $1,041,176.

    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 31,910 shares
    Change vs previous 13F +2,028 shares

    0.47% of the 13F portfolio, value $1,045,374.

    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 29,882 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,007,307.

    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).