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COLLECTIVE FAMILY OFFICE LLC: SPY position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 12,043 SPY 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 12,043 shares
    Change vs previous 13F -389 shares

    1.9% of the 13F portfolio, value $9,184,353.

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

  2. period ended2026-06-30
    13F 12,432 shares
    Change vs previous 13F -445 shares

    1.9% of the 13F portfolio, value $9,283,845.

    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 12,877 shares
    Change vs previous 13F -177 shares

    1.89% of the 13F portfolio, value $8,374,428.

    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 13,054 shares
    Change vs previous 13F +567 shares

    2.04% of the 13F portfolio, value $8,901,784.

    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 12,487 shares
    Change vs previous 13F -651 shares

    2% of the 13F portfolio, value $8,318,590.

    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 13,138 shares
    Change vs previous 13F -85 shares

    2.08% of the 13F portfolio, value $8,117,313.

    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 13,223 shares
    Change vs previous 13F -138 shares

    2% of the 13F portfolio, value $7,396,814.

    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 13,361 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $7,830,615.

    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).