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Collaborative Wealth Managment Inc.: SPMD position timeline

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

Collaborative Wealth Managment Inc. held 164,588 SPMD 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 164,588 shares
    Change vs previous 13F -10,484 shares

    4.68% of the 13F portfolio, value $11,119,554.

    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 175,072 shares
    Change vs previous 13F +264 shares

    4.78% of the 13F portfolio, value $10,367,780.

    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 174,808 shares
    Change vs previous 13F +2,901 shares

    3.57% of the 13F portfolio, value $10,123,159.

    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 171,907 shares
    Change vs previous 13F +577 shares

    3.98% of the 13F portfolio, value $9,831,337.

    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 171,330 shares
    Change vs previous 13F +1,475 shares

    4.06% of the 13F portfolio, value $9,316,906.

    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 169,855 shares
    Change vs previous 13F +1,483 shares

    4.07% of the 13F portfolio, value $8,693,190.

    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 168,372 shares
    Change vs previous 13F +4,580 shares

    4.18% of the 13F portfolio, value $9,208,277.

    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 163,792 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $8,956,125.

    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).