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Collaborative Wealth Managment

Latest statistics and disclosures from Collaborative Wealth Managment's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYG, SPYV, SPMD, SPDW, AVUV, and represent 20.26% of Collaborative Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: UCON, SPDW, STIP, FPEI, GLDM, AVEM, AVUV, BOXX, XYLD, ZJUL.
Started 19 new stock positions in SHLD, IDEV, KJUL, BUFQ, NUSC, GOOGL, QEFA, GLTR, CLOI, ZJUL. CVIE, SCHG, VWO, CAIE, QUAL, HYD, IYH, IUSV, BOXX.
Reduced shares in these 10 stocks: PFFD, SPMB, AMZN, USFR, SPLB, QYLD, XLU, , MUST, IBM.
Sold out of its positions in MUST, GRID, IBM, Pioneer High Income Trust, QIS.
Collaborative Wealth Managment was a net buyer of stock by $5.6M.
Collaborative Wealth Managment has $247M in assets under management (AUM), dropping by 7.83%.
Central Index Key (CIK): 0001896419

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Portfolio Holdings for Collaborative Wealth Managment

Collaborative Wealth Managment holds 196 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	4.8	$12M		113k	104.51	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	4.3	$11M		192k	55.33	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	4.0	$9.8M		172k	57.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.7	$9.2M	+13%	214k	42.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.5	$8.7M	+6%	87k	99.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.5	$8.6M	+2%	35k	247.12	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	3.3	$8.1M		325k	24.93	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	3.1	$7.7M		96k	80.65	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.9	$7.2M	+4%	114k	62.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$6.1M	+12%	81k	75.11	View chart
Apple (AAPL)	2.4	$6.0M		23k	254.63	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	2.3	$5.7M	-15%	255k	22.44	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.2	$5.4M	-15%	108k	50.27	View chart
Global X Fds Us Pfd Etf (PFFD)	2.2	$5.4M	-24%	276k	19.43	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	1.9	$4.7M		186k	25.51	View chart
Spdr Series Trust Portfolio Ln Cor (SPLB)	1.4	$3.5M	-20%	152k	23.12	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.4	$3.4M	+81%	135k	25.19	View chart
McDonald's Corporation (MCD)	1.3	$3.3M		11k	303.89	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.3	$3.2M	-5%	33k	99.11	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.2	$3.0M	+8%	36k	83.41	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	1.1	$2.8M	-5%	61k	46.55	View chart
Spdr Series Trust Russell Yield (ONEY)	1.1	$2.8M	+2%	25k	113.16	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	1.1	$2.7M	+12%	93k	28.65	View chart
First Tr Exchange-traded SHS (FDL)	1.0	$2.4M		54k	43.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.3M		7.1k	328.19	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.9	$2.1M	+14%	92k	23.09	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$2.1M		47k	44.57	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.9	$2.1M	-3%	52k	40.49	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.8	$2.1M	-15%	24k	87.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$2.0M	+60%	26k	76.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$1.9M	+105%	18k	103.36	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	0.8	$1.9M	-7%	28k	66.96	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.7	$1.8M		41k	43.82	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.7	$1.7M	+122%	90k	19.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.6M	-5%	2.6k	600.39	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.6	$1.6M		54k	28.90	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$1.5M	-24%	87k	17.01	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.6	$1.5M	-3%	30k	49.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.4M		10k	140.96	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$1.4M	+5%	37k	38.02	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$1.4M	-2%	28k	48.86	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$1.3M	-10%	15k	89.34	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.5	$1.3M	+29%	21k	62.71	View chart
Tesla Motors (TSLA)	0.5	$1.3M		2.9k	444.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.2M		5.7k	215.79	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$1.2M		9.8k	122.45	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$1.2M		25k	46.81	View chart
Home Depot (HD)	0.5	$1.2M	+9%	2.9k	405.21	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$1.1M		21k	52.30	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$1.1M	-13%	25k	42.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.1M		39k	27.30	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.4	$1.1M	-5%	32k	33.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.1M	-4%	1.6k	666.36	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$1.0M		21k	48.42	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.4	$990k		7.5k	132.49	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$962k	+14%	19k	50.47	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.4	$960k	+14%	39k	24.77	View chart
Microsoft Corporation (MSFT)	0.4	$946k		1.8k	517.90	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$943k	+14%	19k	51.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$910k		10k	88.96	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$909k	+122%	23k	39.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$848k		1.4k	612.33	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$847k	+108%	8.0k	106.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$846k		1.3k	669.41	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$813k		21k	38.36	View chart
NVIDIA Corporation (NVDA)	0.3	$785k	-2%	4.2k	186.60	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$748k		2.0k	378.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$746k	+41%	1.6k	479.61	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$729k	+3%	14k	53.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$706k	+6%	945.00	746.63	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$701k	-12%	15k	46.32	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$679k		4.4k	154.23	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$674k	-10%	4.9k	137.75	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.3	$660k	+34%	14k	45.99	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$660k	-5%	15k	44.42	View chart
Shell Spon Ads (SHEL)	0.3	$651k		9.1k	71.53	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.3	$649k	-12%	18k	35.81	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$633k	-4%	13k	50.23	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.3	$632k	-8%	12k	53.02	View chart
AFLAC Incorporated (AFL)	0.2	$598k		5.4k	111.69	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.2	$597k	-5%	32k	18.45	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$594k		33k	18.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$592k	+5%	2.8k	208.73	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$589k	-8%	3.4k	174.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$573k		4.2k	137.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$550k	+66%	2.9k	186.49	View chart
Cleveland-cliffs (CLF)	0.2	$548k		45k	12.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$540k		3.9k	139.16	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$539k		13k	40.35	View chart
Enterprise Products Partners (EPD)	0.2	$537k	-2%	17k	31.27	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$536k	-10%	6.2k	87.03	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$532k	-12%	11k	49.98	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$532k		6.3k	84.68	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$521k	-20%	1.8k	281.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$509k		6.9k	73.29	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$501k	NEW	4.4k	113.86	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.2	$486k		6.4k	76.13	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$485k	-6%	17k	29.32	View chart
Vanguard World Health Car Etf (VHT)	0.2	$477k		1.8k	259.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$472k		938.00	502.74	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$462k	-3%	8.7k	53.19	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$461k	-10%	11k	40.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.2	$455k	-24%	13k	35.45	View chart
Wal-Mart Stores (WMT)	0.2	$454k		4.4k	103.07	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$451k	NEW	16k	28.73	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$447k	+3%	19k	23.94	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$447k		6.6k	68.08	View chart
United Parcel Service CL B (UPS)	0.2	$446k	+26%	5.3k	83.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$440k		5.2k	84.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$438k		6.7k	65.26	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$431k		30k	14.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$430k	+48%	7.2k	59.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$429k	-2%	1.8k	241.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$427k	+6%	5.7k	74.37	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$427k	+36%	6.5k	65.92	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$427k	+12%	3.1k	135.67	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$423k	-3%	8.0k	52.65	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$413k		4.4k	93.64	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$409k		15k	27.94	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$397k		12k	33.68	View chart
At&t (T)	0.2	$397k	+61%	14k	28.24	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$394k		15k	25.85	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$390k		4.5k	86.30	View chart
Eli Lilly & Co. (LLY)	0.2	$386k		506.00	763.00	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$386k	NEW	4.8k	80.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$380k		3.6k	106.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$376k	+8%	1.1k	355.47	View chart
Exxon Mobil Corporation (XOM)	0.2	$374k		3.3k	112.74	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$373k	-7%	9.0k	41.58	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$368k		6.8k	54.40	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.1	$361k	+4%	2.1k	171.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$356k	-19%	3.0k	118.85	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$352k	-13%	3.9k	89.38	View chart
Vanguard World Financials Etf (VFH)	0.1	$352k		2.7k	131.23	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.1	$344k	-10%	13k	26.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$341k		2.6k	130.28	View chart
Meta Platforms Cl A (META)	0.1	$340k		463.00	734.41	View chart
Amazon (AMZN)	0.1	$327k	-76%	1.5k	219.57	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$325k		9.5k	34.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$324k	+22%	5.7k	57.10	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$311k		1.5k	209.26	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.1	$309k		11k	29.32	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.1	$306k	+29%	9.2k	33.27	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$305k	NEW	6.0k	50.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$304k		1.2k	243.57	View chart
Walt Disney Company (DIS)	0.1	$302k	+12%	2.6k	114.49	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$300k		1.7k	174.61	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$298k	-8%	7.1k	42.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$294k	+2%	1.8k	164.51	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$291k	+4%	13k	23.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$286k		611.00	468.41	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$285k	-3%	3.5k	81.87	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$283k	-3%	6.0k	46.93	View chart
Vanguard World Energy Etf (VDE)	0.1	$282k	-4%	2.2k	125.84	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$281k	NEW	5.3k	53.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$281k		1.1k	256.45	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.1	$270k		4.0k	67.06	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$267k		7.6k	35.19	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$266k	NEW	3.8k	70.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$264k		5.8k	45.80	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$264k		2.6k	103.09	View chart
Procter & Gamble Company (PG)	0.1	$260k		1.7k	153.62	View chart
Qualcomm (QCOM)	0.1	$234k		1.4k	166.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$234k	NEW	1.4k	165.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$233k	-10%	502.00	463.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$230k	+3%	1.1k	203.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$230k		5.1k	45.21	View chart
Credit Suisse High Yield Cre Sh Ben Int (DHY)	0.1	$228k		111k	2.06	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$226k	NEW	2.6k	87.91	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.1	$222k	-20%	3.5k	63.49	View chart
Chevron Corporation (CVX)	0.1	$222k		1.4k	155.32	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$221k	NEW	2.2k	99.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$221k	NEW	910.00	243.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$220k	NEW	6.3k	34.84	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.1	$219k		2.2k	100.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$216k		5.0k	43.10	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$215k	NEW	4.9k	44.10	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$215k	-23%	1.8k	118.38	View chart
Oneok (OKE)	0.1	$209k		2.9k	72.96	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$208k		4.7k	44.00	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$208k	NEW	7.6k	27.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$205k	NEW	3.8k	54.18	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$205k	NEW	3.0k	68.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$205k	NEW	1.1k	194.50	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$204k	NEW	3.5k	58.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$201k	NEW	6.5k	30.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$201k	NEW	6.3k	31.91	View chart
Cion Invt Corp (CION)	0.1	$184k		19k	9.48	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$177k		18k	9.79	View chart
Ford Motor Company (F)	0.1	$151k	-5%	13k	11.96	View chart
Western Asset Municipal Hgh Incm Fnd (MHF)	0.1	$142k		20k	7.23	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.1	$138k		13k	10.33	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$135k		10k	13.38	View chart
Allspring Income Opportunit Inc Oppty Fd (EAD)	0.0	$108k		15k	7.01	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$106k		11k	9.67	View chart
Mfs Inter High Income Sh Ben Int (CIF)	0.0	$50k		29k	1.76	View chart

Past Filings by Collaborative Wealth Managment

SEC 13F filings are viewable for Collaborative Wealth Managment going back to 2021

Collaborative Wealth Managment 2025 Q3 filed Nov. 7, 2025
Collaborative Wealth Managment 2025 Q2 filed Aug. 8, 2025
Collaborative Wealth Managment 2025 Q1 filed May 8, 2025
Collaborative Wealth Managment 2024 Q4 filed Feb. 10, 2025
Collaborative Wealth Managment 2024 Q3 filed Nov. 12, 2024
Collaborative Wealth Managment 2024 Q2 filed Aug. 9, 2024
Collaborative Wealth Managment 2024 Q1 filed May 10, 2024
Collaborative Wealth Managment 2023 Q4 filed Feb. 7, 2024
Collaborative Wealth Managment 2023 Q3 filed Nov. 9, 2023
Collaborative Wealth Managment 2023 Q2 filed Aug. 7, 2023
Collaborative Wealth Managment 2023 Q1 filed May 8, 2023
Collaborative Wealth Managment 2022 Q4 filed Feb. 10, 2023
Collaborative Wealth Managment 2022 Q3 filed Nov. 14, 2022
Collaborative Wealth Managment 2022 Q2 filed Aug. 15, 2022
Collaborative Wealth Managment 2021 Q1 filed May 12, 2022
Collaborative Wealth Managment 2021 Q4 filed Feb. 11, 2022

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