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Disclosery

WealthCollab, LLC: CX position timeline

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

WealthCollab, LLC held 2,185 CX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,185 shares
    Change vs previous 13F -1,539 shares

    0.01% of the 13F portfolio, value $26,220.

    13F-HR 0002017870-26-000003 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,724 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $42,603.

    13F-HR 0002017870-26-000002 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,724 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $42,789.

    13F-HR 0002017870-26-000001 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,724 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $33,479.

    13F-HR 0002017870-25-000007 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,724 shares
    Change vs previous 13F +1,580 shares

    0.01% of the 13F portfolio, value $25,808.

    13F-HR 0002017870-25-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,144 shares
    Change vs previous 13F +997 shares

    0.01% of the 13F portfolio, value $12,028.

    13F-HR 0002017870-25-000004 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,147 shares
    Change vs previous 13F -610 shares

    <0.01% of the 13F portfolio, value $6,470.

    13F-HR 0002017870-25-000001 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,757 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,718.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).