Position in CMS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$212,724
New position
Shares Held
2,742
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Collaborative Fund Advisors, LLC holds $1,116,143 across 3 Utilities - Regulated Electric names.
All Filings in CMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,724 | 2,742 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||