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Collaborative Wealth Managment Inc.: SPTI position timeline

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

Collaborative Wealth Managment Inc. held 64,224 SPTI 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 64,224 shares
    Change vs previous 13F +8,303 shares

    0.77% of the 13F portfolio, value $1,823,328.

    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 55,921 shares
    Change vs previous 13F -2,791 shares

    0.74% of the 13F portfolio, value $1,602,690.

    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 58,712 shares
    Change vs previous 13F +4,452 shares

    0.6% of the 13F portfolio, value $1,693,268.

    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 54,260 shares
    Change vs previous 13F -873 shares

    0.63% of the 13F portfolio, value $1,568,100.

    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 55,133 shares
    Change vs previous 13F +3,333 shares

    0.69% of the 13F portfolio, value $1,586,191.

    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 51,800 shares
    Change vs previous 13F +1,595 shares

    0.69% of the 13F portfolio, value $1,480,453.

    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 50,205 shares
    Change vs previous 13F +5,003 shares

    0.64% of the 13F portfolio, value $1,399,719.

    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 45,202 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,313,580.

    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).