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Disclosery

WealthCollab, LLC: FINV position timeline

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

WealthCollab, LLC held 15,231 FINV 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 15,231 shares
    Change vs previous 13F +2,348 shares

    0.03% of the 13F portfolio, value $72,957.

    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 12,883 shares
    Change vs previous 13F -3,599 shares

    0.03% of the 13F portfolio, value $61,710.

    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 16,482 shares
    Change vs previous 13F -2,226 shares

    0.04% of the 13F portfolio, value $86,201.

    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 18,708 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $137,878.

    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 18,708 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $177,352.

    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 18,708 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $180,159.

    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 18,708 shares
    Change vs previous 13F +1,459 shares

    0.08% of the 13F portfolio, value $127,028.

    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 17,249 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $106,599.

    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).