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Collaborative Wealth Managment Inc.: SPMB position timeline

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

Collaborative Wealth Managment Inc. held 56,640 SPMB 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 56,640 shares
    Change vs previous 13F -18,632 shares

    0.53% of the 13F portfolio, value $1,263,628.

    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 75,272 shares
    Change vs previous 13F -117,506 shares

    0.78% of the 13F portfolio, value $1,685,336.

    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 192,778 shares
    Change vs previous 13F -61,956 shares

    1.52% of the 13F portfolio, value $4,321,116.

    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 254,734 shares
    Change vs previous 13F -47,930 shares

    2.31% of the 13F portfolio, value $5,716,226.

    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 302,664 shares
    Change vs previous 13F -27,198 shares

    2.92% of the 13F portfolio, value $6,688,865.

    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 329,862 shares
    Change vs previous 13F +4,014 shares

    3.4% of the 13F portfolio, value $7,273,448.

    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 325,848 shares
    Change vs previous 13F +18,794 shares

    3.19% of the 13F portfolio, value $7,022,014.

    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 307,054 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $6,917,932.

    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).