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COLLECTIVE FAMILY OFFICE LLC: DFAS position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 83,157 DFAS 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 83,157 shares
    Change vs previous 13F -2,471 shares

    1.33% of the 13F portfolio, value $6,438,030.

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

  2. period ended2026-06-30
    13F 85,628 shares
    Change vs previous 13F -1,331 shares

    1.44% of the 13F portfolio, value $7,050,610.

    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 86,959 shares
    Change vs previous 13F -5,967 shares

    1.39% of the 13F portfolio, value $6,185,394.

    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 92,926 shares
    Change vs previous 13F -4,663 shares

    1.49% of the 13F portfolio, value $6,474,154.

    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 97,589 shares
    Change vs previous 13F -72 shares

    1.6% of the 13F portfolio, value $6,680,943.

    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 97,661 shares
    Change vs previous 13F +59,457 shares

    1.6% of the 13F portfolio, value $6,221,997.

    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 38,204 shares
    Change vs previous 13F -5,304 shares

    0.62% of the 13F portfolio, value $2,282,700.

    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 43,508 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,831,511.

    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).