Skip to content
Disclosery

Collaborative Wealth Managment Inc.: USFR position timeline

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

Collaborative Wealth Managment Inc. held 31,399 USFR 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 31,399 shares
    Change vs previous 13F +4,569 shares

    0.67% of the 13F portfolio, value $1,580,943.

    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 26,830 shares
    Change vs previous 13F -50,712 shares

    0.62% of the 13F portfolio, value $1,350,620.

    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 77,542 shares
    Change vs previous 13F -29,995 shares

    1.38% of the 13F portfolio, value $3,901,904.

    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 107,537 shares
    Change vs previous 13F -19,818 shares

    2.19% of the 13F portfolio, value $5,405,885.

    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 127,355 shares
    Change vs previous 13F -11,179 shares

    2.79% of the 13F portfolio, value $6,407,227.

    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 138,534 shares
    Change vs previous 13F +2,736 shares

    3.26% of the 13F portfolio, value $6,972,429.

    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 135,798 shares
    Change vs previous 13F +8,199 shares

    3.1% of the 13F portfolio, value $6,833,378.

    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 127,599 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $6,408,024.

    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).