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COLLECTIVE FAMILY OFFICE LLC: MTB position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 1,472 MTB 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 1,472 shares
    Change vs previous 13F -30 shares

    0.07% of the 13F portfolio, value $320,307.

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

  2. period ended2026-06-30
    13F 1,502 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $357,491.

    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 1,602 shares
    Change vs previous 13F -169 shares

    0.07% of the 13F portfolio, value $331,165.

    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 1,771 shares
    Change vs previous 13F +200 shares

    0.08% of the 13F portfolio, value $356,821.

    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 1,571 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $310,461.

    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 1,571 shares
    Change vs previous 13F +20 shares

    0.08% of the 13F portfolio, value $304,758.

    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 1,551 shares
    Change vs previous 13F -74 shares

    0.07% of the 13F portfolio, value $277,241.

    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 1,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $305,516.

    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).