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Collaborative Wealth Managment Inc.: SPTM position timeline

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

Collaborative Wealth Managment Inc. held 55,776 SPTM 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 55,776 shares
    Change vs previous 13F -2,158 shares

    2.13% of the 13F portfolio, value $5,063,924.

    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 57,934 shares
    Change vs previous 13F -39,877 shares

    2.11% of the 13F portfolio, value $4,580,283.

    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 97,811 shares
    Change vs previous 13F +2,132 shares

    2.84% of the 13F portfolio, value $8,069,418.

    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 95,679 shares
    Change vs previous 13F +745 shares

    3.12% of the 13F portfolio, value $7,716,513.

    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 94,934 shares
    Change vs previous 13F +3,216 shares

    3.1% of the 13F portfolio, value $7,109,635.

    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 91,718 shares
    Change vs previous 13F -1,670 shares

    2.92% of the 13F portfolio, value $6,237,746.

    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 93,388 shares
    Change vs previous 13F +1,654 shares

    3.03% of the 13F portfolio, value $6,670,698.

    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 91,734 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,426,881.

    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).