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COLLECTIVE FAMILY OFFICE LLC: DFNM position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 348,740 DFNM 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 348,740 shares
    Change vs previous 13F +226,837 shares

    3.31% of the 13F portfolio, value $16,052,502.

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

  2. period ended2026-06-30
    13F 121,903 shares
    Change vs previous 13F +5,396 shares

    1.2% of the 13F portfolio, value $5,892,182.

    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 116,507 shares
    Change vs previous 13F -2,847 shares

    1.26% of the 13F portfolio, value $5,584,181.

    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 119,354 shares
    Change vs previous 13F +458 shares

    1.32% of the 13F portfolio, value $5,749,282.

    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 118,896 shares
    Change vs previous 13F -20,209 shares

    1.37% of the 13F portfolio, value $5,704,630.

    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 139,105 shares
    Change vs previous 13F -15,262 shares

    1.69% of the 13F portfolio, value $6,597,750.

    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 154,367 shares
    Change vs previous 13F -10,980 shares

    1.98% of the 13F portfolio, value $7,343,238.

    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 165,347 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $7,898,626.

    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).