Skip to content
Disclosery

COLLECTIVE FAMILY OFFICE LLC: IWD position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 3,751 IWD 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 3,751 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $929,985.

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

  2. period ended2026-06-30
    13F 3,751 shares
    Change vs previous 13F +203 shares

    0.19% of the 13F portfolio, value $909,355.

    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 3,548 shares
    Change vs previous 13F -242 shares

    0.17% of the 13F portfolio, value $758,101.

    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 3,790 shares
    Change vs previous 13F -2,007 shares

    0.18% of the 13F portfolio, value $797,189.

    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 5,797 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,180,211.

    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 5,797 shares
    Change vs previous 13F -1,325 shares

    0.29% of the 13F portfolio, value $1,125,951.

    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 7,122 shares
    Change vs previous 13F -334 shares

    0.36% of the 13F portfolio, value $1,340,076.

    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 7,456 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,380,329.

    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).