Position in F
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$137,833
-$67,180 QoQ
Shares Held
11,944
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in F Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Collaborative Wealth Managment Inc. holds $1,128,890 across 1 Auto Manufacturers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,684 | $1,128,890 |
All Filings in F
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,833 | 11,944 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $205,013 | 15,626 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $151,186 | 12,641 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $144,749 | 13,341 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||