Collaborative Wealth Managment Inc.
Position in SVOL — Simplify Volatility Premium ETF
CIK 1896419
LAKE MARY, FL
All Filings in SVOL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 SVOL | $290,916 | 16,567 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 SVOL | $593,640 | 32,980 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 SVOL | $602,198 | 32,746 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SVOL | $533,710 | 29,357 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SVOL | $626,174 | 30,119 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SVOL | $649,730 | 29,587 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SVOL | $570,214 | 25,388 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 SVOL | $410,281 | 18,106 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 SVOL | $382,407 | 16,787 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 SVOL | $377,875 | 16,787 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 SVOL | $385,261 | 16,787 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 SVOL | $359,853 | 16,545 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 SVOL | $356,641 | 16,285 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 SVOL | $330,470 | 15,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 SVOL | $341,116 | 15,376 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 SVOL | $403,297 | 14,948 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 SVOL | — | 14,948 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||