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COLLECTIVE FAMILY OFFICE LLC: DFLV position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 113,466 DFLV 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 113,466 shares
    Change vs previous 13F +3,454 shares

    0.94% of the 13F portfolio, value $4,557,929.

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

  2. period ended2026-06-30
    13F 110,012 shares
    Change vs previous 13F +884 shares

    0.89% of the 13F portfolio, value $4,349,874.

    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 109,128 shares
    Change vs previous 13F +4,120 shares

    0.88% of the 13F portfolio, value $3,896,961.

    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 105,008 shares
    Change vs previous 13F +3,765 shares

    0.82% of the 13F portfolio, value $3,592,324.

    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 101,243 shares
    Change vs previous 13F +4,720 shares

    0.8% of the 13F portfolio, value $3,330,895.

    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 96,523 shares
    Change vs previous 13F +8,656 shares

    0.77% of the 13F portfolio, value $2,994,128.

    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 87,867 shares
    Change vs previous 13F +11,831 shares

    0.73% of the 13F portfolio, value $2,686,103.

    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 76,036 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,283,363.

    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).