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Disclosery

COLLECTIVE FAMILY OFFICE LLC: EFV position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 56,937 EFV 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 56,937 shares
    Change vs previous 13F +483 shares

    0.93% of the 13F portfolio, value $4,505,994.

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

  2. period ended2026-06-30
    13F 56,454 shares
    Change vs previous 13F -24 shares

    0.88% of the 13F portfolio, value $4,321,554.

    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 56,478 shares
    Change vs previous 13F -10,336 shares

    0.95% of the 13F portfolio, value $4,199,139.

    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 66,814 shares
    Change vs previous 13F -4,108 shares

    1.09% of the 13F portfolio, value $4,771,188.

    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 70,922 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $4,810,639.

    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 70,922 shares
    Change vs previous 13F -442 shares

    1.16% of the 13F portfolio, value $4,502,129.

    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 71,364 shares
    Change vs previous 13F -4,232 shares

    1.14% of the 13F portfolio, value $4,206,194.

    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 75,596 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,966,522.

    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).