Collaborative Wealth Managment Inc.
CIK
0001896419
City
LAKE MARY
State / Country
FL
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $384,781 | 29,828 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $430,716 | 29,828 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $414,907 | 29,828 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $440,494 | 30,463 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $416,198 | 28,963 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $431,167 | 29,963 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $430,959 | 30,116 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $203,362 | 13,676 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $201,962 | 15,254 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $215,903 | 16,519 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $259,266 | 18,519 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $231,268 | 18,546 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $216,804 | 18,052 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $199,691 | 16,995 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $212,307 | 16,971 | Shares | Sole | 2022-08-15 |
| 2021-12-31 | $335,249 | 20,269 | Shares | Sole | 2022-02-11 |
| 2021-03-31 | $352,391 | 19,288 | Shares | Sole | 2022-05-12 |