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COLLECTIVE FAMILY OFFICE LLC: SCHQ position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 16,928 SCHQ 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 16,928 shares
    Change vs previous 13F -39,377 shares

    0.1% of the 13F portfolio, value $481,771.

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

  2. period ended2026-06-30
    13F 56,305 shares
    Change vs previous 13F -23,011 shares

    0.36% of the 13F portfolio, value $1,762,347.

    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 79,316 shares
    Change vs previous 13F -4,981 shares

    0.56% of the 13F portfolio, value $2,492,902.

    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 84,297 shares
    Change vs previous 13F +7,496 shares

    0.61% of the 13F portfolio, value $2,672,215.

    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 76,801 shares
    Change vs previous 13F +672 shares

    0.6% of the 13F portfolio, value $2,481,440.

    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 76,129 shares
    Change vs previous 13F +11,325 shares

    0.62% of the 13F portfolio, value $2,427,754.

    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 64,804 shares
    Change vs previous 13F -11,344 shares

    0.57% of the 13F portfolio, value $2,122,979.

    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 76,148 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,393,332.

    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).