Collaborative Wealth Managment Inc.
Holdings in CIF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $48,404 | 28,473 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $50,397 | 28,473 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $49,543 | 28,473 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $55,460 | 32,433 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $56,109 | 32,433 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $57,730 | 32,433 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $56,695 | 33,350 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $57,695 | 33,350 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $122,298 | 71,104 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $114,919 | 73,197 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $135,611 | 83,197 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $140,041 | 83,358 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $144,763 | 84,657 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $144,763 | 84,657 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $173,578 | 91,357 | Shares | Sole | 2022-08-15 |
| 2021-12-31 | $252,145 | 91,357 | Shares | Sole | 2022-02-11 |
| 2021-03-31 | $231,133 | 91,357 | Shares | Sole | 2022-05-12 |