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COLLECTIVE FAMILY OFFICE LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLLECTIVE FAMILY OFFICE LLC on DFAE, newest first. How the timeline and the estimate are built.

COLLECTIVE FAMILY OFFICE LLC held 468,685 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 468,685 shares
    Change vs previous 13F +5,937 shares

    3.8% of the 13F portfolio, value $18,423,998.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 462,748 shares
    Change vs previous 13F +3,829 shares

    3.8% of the 13F portfolio, value $18,607,097.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 458,919 shares
    Change vs previous 13F +14,887 shares

    3.5% of the 13F portfolio, value $15,538,997.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 444,032 shares
    Change vs previous 13F +1,418 shares

    3.32% of the 13F portfolio, value $14,462,122.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 442,614 shares
    Change vs previous 13F -4,161 shares

    3.35% of the 13F portfolio, value $13,955,619.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 446,775 shares
    Change vs previous 13F -57,246 shares

    3.32% of the 13F portfolio, value $12,934,129.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 504,021 shares
    Change vs previous 13F +27,927 shares

    3.53% of the 13F portfolio, value $13,049,110.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 476,094 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $12,078,502.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).