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Collaborative Wealth Managment Inc.: SPTS position timeline

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

Collaborative Wealth Managment Inc. held 11,414 SPTS 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 11,414 shares
    Change vs previous 13F +3,997 shares

    0.14% of the 13F portfolio, value $331,120.

    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 7,417 shares
    Change vs previous 13F -5,308 shares

    0.1% of the 13F portfolio, value $216,428.

    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 12,725 shares
    Change vs previous 13F -3,830 shares

    0.13% of the 13F portfolio, value $372,588.

    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 16,555 shares
    Change vs previous 13F -1,121 shares

    0.2% of the 13F portfolio, value $485,393.

    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 17,676 shares
    Change vs previous 13F -3,803 shares

    0.23% of the 13F portfolio, value $517,730.

    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 21,479 shares
    Change vs previous 13F -2,548 shares

    0.29% of the 13F portfolio, value $628,041.

    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 24,027 shares
    Change vs previous 13F +1,177 shares

    0.32% of the 13F portfolio, value $697,023.

    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 22,850 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $672,007.

    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).