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Collaborative Wealth Managment Inc.: SPLB position timeline

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

Collaborative Wealth Managment Inc. held 12,649 SPLB 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 12,649 shares
    Change vs previous 13F -6,437 shares

    0.12% of the 13F portfolio, value $283,338.

    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 19,086 shares
    Change vs previous 13F -86,802 shares

    0.2% of the 13F portfolio, value $424,087.

    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 105,888 shares
    Change vs previous 13F -45,804 shares

    0.84% of the 13F portfolio, value $2,390,957.

    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 151,692 shares
    Change vs previous 13F -39,436 shares

    1.42% of the 13F portfolio, value $3,507,118.

    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 191,128 shares
    Change vs previous 13F -25,033 shares

    1.88% of the 13F portfolio, value $4,313,769.

    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 216,161 shares
    Change vs previous 13F +2,759 shares

    2.28% of the 13F portfolio, value $4,878,751.

    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 213,402 shares
    Change vs previous 13F +8,623 shares

    2.15% of the 13F portfolio, value $4,743,923.

    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 204,779 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,947,453.

    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).