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COLLECTIVE FAMILY OFFICE LLC: PULS position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 139,349 PULS 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 139,349 shares
    Change vs previous 13F +20,868 shares

    1.42% of the 13F portfolio, value $6,892,202.

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

  2. period ended2026-06-30
    13F 118,481 shares
    Change vs previous 13F +13,385 shares

    1.2% of the 13F portfolio, value $5,870,734.

    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 105,096 shares
    Change vs previous 13F +18,229 shares

    1.17% of the 13F portfolio, value $5,202,252.

    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 86,867 shares
    Change vs previous 13F -5,653 shares

    0.99% of the 13F portfolio, value $4,307,735.

    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 92,520 shares
    Change vs previous 13F +7,315 shares

    1.11% of the 13F portfolio, value $4,610,272.

    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 85,205 shares
    Change vs previous 13F +34,341 shares

    1.09% of the 13F portfolio, value $4,239,801.

    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 50,864 shares
    Change vs previous 13F +10,548 shares

    0.68% of the 13F portfolio, value $2,529,467.

    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 40,316 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,997,658.

    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).