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COLLECTIVE FAMILY OFFICE LLC: TFI position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 132,159 TFI 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 132,159 shares
    Change vs previous 13F +19,599 shares

    1.17% of the 13F portfolio, value $5,652,440.

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

  2. period ended2026-06-30
    13F 112,560 shares
    Change vs previous 13F -561 shares

    1.05% of the 13F portfolio, value $5,155,248.

    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 113,121 shares
    Change vs previous 13F +4,493 shares

    1.15% of the 13F portfolio, value $5,128,906.

    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 108,628 shares
    Change vs previous 13F +12,706 shares

    1.14% of the 13F portfolio, value $4,965,386.

    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 95,922 shares
    Change vs previous 13F +9,371 shares

    1.05% of the 13F portfolio, value $4,371,166.

    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 86,551 shares
    Change vs previous 13F +25,861 shares

    0.99% of the 13F portfolio, value $3,866,233.

    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 60,690 shares
    Change vs previous 13F +4,367 shares

    0.74% of the 13F portfolio, value $2,735,298.

    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 56,323 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,569,455.

    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).