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COLLECTIVE FAMILY OFFICE LLC: DFIV position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 51,717 DFIV 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 51,717 shares
    Change vs previous 13F +910 shares

    0.6% of the 13F portfolio, value $2,888,905.

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

  2. period ended2026-06-30
    13F 50,807 shares
    Change vs previous 13F -930 shares

    0.56% of the 13F portfolio, value $2,744,619.

    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 51,737 shares
    Change vs previous 13F -2,465 shares

    0.61% of the 13F portfolio, value $2,730,679.

    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 54,202 shares
    Change vs previous 13F +3,263 shares

    0.62% of the 13F portfolio, value $2,704,680.

    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 50,939 shares
    Change vs previous 13F +374 shares

    0.56% of the 13F portfolio, value $2,349,307.

    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 50,565 shares
    Change vs previous 13F +21,215 shares

    0.56% of the 13F portfolio, value $2,165,689.

    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 29,350 shares
    Change vs previous 13F -1,214 shares

    0.31% of the 13F portfolio, value $1,155,207.

    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 30,564 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,084,395.

    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).