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COLLECTIVE FAMILY OFFICE LLC: YORW position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 8,349 YORW 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 8,349 shares
    Change vs previous 13F -823 shares

    0.05% of the 13F portfolio, value $255,644.

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

  2. period ended2026-06-30
    13F 9,172 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $281,129.

    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 9,171 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $279,267.

    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 9,471 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $301,541.

    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 9,470 shares
    Change vs previous 13F -1,025 shares

    0.07% of the 13F portfolio, value $288,067.

    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 10,495 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $331,637.

    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 10,494 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $363,935.

    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 10,493 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $343,339.

    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).