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Collaborative Wealth Managment Inc.: VBR position timeline

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

Collaborative Wealth Managment Inc. held 2,406 VBR 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 2,406 shares
    Change vs previous 13F -200 shares

    0.25% of the 13F portfolio, value $584,690.

    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 2,606 shares
    Change vs previous 13F -294 shares

    0.26% of the 13F portfolio, value $566,203.

    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 2,900 shares
    Change vs previous 13F +62 shares

    0.22% of the 13F portfolio, value $614,240.

    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 2,838 shares
    Change vs previous 13F +156 shares

    0.24% of the 13F portfolio, value $592,367.

    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 2,682 shares
    Change vs previous 13F -217 shares

    0.23% of the 13F portfolio, value $523,062.

    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 2,899 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $540,055.

    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 2,899 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $574,524.

    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 2,901 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $582,463.

    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).