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COLLECTIVE FAMILY OFFICE LLC: REET position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 120,373 REET 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 120,373 shares
    Change vs previous 13F +8,915 shares

    0.64% of the 13F portfolio, value $3,103,216.

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

  2. period ended2026-06-30
    13F 111,458 shares
    Change vs previous 13F -485 shares

    0.63% of the 13F portfolio, value $3,078,470.

    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 111,943 shares
    Change vs previous 13F +2,270 shares

    0.63% of the 13F portfolio, value $2,815,366.

    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 109,673 shares
    Change vs previous 13F +5,579 shares

    0.63% of the 13F portfolio, value $2,736,341.

    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 104,094 shares
    Change vs previous 13F +896 shares

    0.64% of the 13F portfolio, value $2,660,643.

    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 103,198 shares
    Change vs previous 13F +20,113 shares

    0.65% of the 13F portfolio, value $2,548,991.

    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 83,085 shares
    Change vs previous 13F -2,380 shares

    0.54% of the 13F portfolio, value $2,015,642.

    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 85,465 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,048,596.

    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).