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Disclosery

COLLECTIVE FAMILY OFFICE LLC: DFIS position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 253,912 DFIS 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 253,912 shares
    Change vs previous 13F +4,993 shares

    1.9% of the 13F portfolio, value $9,199,232.

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

  2. period ended2026-06-30
    13F 248,919 shares
    Change vs previous 13F +8,250 shares

    1.78% of the 13F portfolio, value $8,719,633.

    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 240,669 shares
    Change vs previous 13F +4,932 shares

    1.82% of the 13F portfolio, value $8,103,325.

    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 235,737 shares
    Change vs previous 13F -9,099 shares

    1.78% of the 13F portfolio, value $7,765,177.

    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 244,836 shares
    Change vs previous 13F -4,411 shares

    1.86% of the 13F portfolio, value $7,744,163.

    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 249,247 shares
    Change vs previous 13F +35,039 shares

    1.91% of the 13F portfolio, value $7,437,530.

    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 214,208 shares
    Change vs previous 13F +16,701 shares

    1.5% of the 13F portfolio, value $5,535,126.

    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 197,507 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,849,775.

    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).