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COLLECTIVE FAMILY OFFICE LLC: FNDA position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 382,799 FNDA 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 382,799 shares
    Change vs previous 13F -7,925 shares

    2.77% of the 13F portfolio, value $13,397,965.

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

  2. period ended2026-06-30
    13F 390,724 shares
    Change vs previous 13F +16,116 shares

    3.04% of the 13F portfolio, value $14,870,955.

    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 374,608 shares
    Change vs previous 13F +18,249 shares

    2.73% of the 13F portfolio, value $12,148,537.

    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 356,359 shares
    Change vs previous 13F +26,462 shares

    2.58% of the 13F portfolio, value $11,228,872.

    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 329,897 shares
    Change vs previous 13F +4,827 shares

    2.47% of the 13F portfolio, value $10,279,591.

    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 325,070 shares
    Change vs previous 13F -129,421 shares

    2.39% of the 13F portfolio, value $9,313,256.

    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 454,491 shares
    Change vs previous 13F +17,575 shares

    3.36% of the 13F portfolio, value $12,448,508.

    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 436,916 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $12,976,405.

    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).