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Disclosery

Collaborative Wealth Managment Inc.: VT position timeline

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

Collaborative Wealth Managment Inc. held 0 VT shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,230 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,230 shares
    Change vs previous 13F +72 shares

    0.21% of the 13F portfolio, value $596,684.

    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).

  3. period ended2025-09-30
    13F 4,158 shares
    Change vs previous 13F +43 shares

    0.23% of the 13F portfolio, value $572,972.

    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).

  4. period ended2025-06-30
    13F 4,115 shares
    Change vs previous 13F -31 shares

    0.23% of the 13F portfolio, value $528,860.

    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).

  5. period ended2025-03-31
    13F 4,146 shares
    Change vs previous 13F -714 shares

    0.22% of the 13F portfolio, value $480,729.

    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).

  6. period ended2024-12-31
    13F 4,860 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $570,953.

    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).

  7. period ended2024-09-30
    13F 4,862 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $581,981.

    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).