Collaborative Wealth Managment Inc.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Lake Mary, FL
CIK
0001896419
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 169 168,118 13F-HR 8/7/2023 000189641923000004 Collaborative Wealth Managment Inc.
Q1 2023 165 158,712 13F-HR 5/8/2023 000189641923000003 Collaborative Wealth Managment Inc.
Q4 2022 173 152,161 13F-HR 2/10/2023 000189641923000002 Collaborative Wealth Managment Inc.
Q3 2022 169 141,255 13F-HR 11/14/2022 000189641922000005 Collaborative Wealth Managment Inc.
Q2 2022 183 152,354 13F-HR 8/15/2022 000189641922000004 Collaborative Wealth Managment Inc.
Q4 2021 196 182,541 13F-HR 2/11/2022 000189641922000002 Collaborative Wealth Managment Inc.
Q1 2021 189 173,454 13F-HR 5/12/2022 000189641922000003 Collaborative Wealth Managment Inc.