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Collaborative Wealth Managment Inc.: SPYV position timeline

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

Collaborative Wealth Managment Inc. held 120,975 SPYV 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 120,975 shares
    Change vs previous 13F +15,038 shares

    3.09% of the 13F portfolio, value $7,354,078.

    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 105,937 shares
    Change vs previous 13F -86,293 shares

    2.76% of the 13F portfolio, value $5,993,924.

    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 192,230 shares
    Change vs previous 13F +769 shares

    3.85% of the 13F portfolio, value $10,920,584.

    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 191,461 shares
    Change vs previous 13F -1,663 shares

    4.29% of the 13F portfolio, value $10,593,536.

    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 193,124 shares
    Change vs previous 13F +3,994 shares

    4.41% of the 13F portfolio, value $10,108,110.

    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 189,130 shares
    Change vs previous 13F +2,405 shares

    4.52% of the 13F portfolio, value $9,658,869.

    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 186,725 shares
    Change vs previous 13F +3,078 shares

    4.33% of the 13F portfolio, value $9,549,109.

    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 183,647 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $9,707,597.

    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).