Collaborative Investmnt Ser shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in Collaborative Investmnt Ser
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Quarterly reported holdings in Collaborative Investmnt Ser by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 189k | 24.29 |
| 2025-06-30 | $3.6M | 150k | 23.83 |
| 2025-03-31 | $3.1M | 129k | 23.67 |
| 2024-12-31 | $2.4M | 100k | 23.64 |
| 2024-09-30 | $2.1M | 85k | 25.24 |
| 2024-06-30 | $1.0M | 44k | 23.21 |
| 2024-03-31 | $888k | 38k | 23.32 |
| 2023-12-31 | $860k | 38k | 22.67 |
| 2023-09-30 | $774k | 37k | 21.12 |
| 2023-06-30 | $740k | 33k | 22.49 |
| 2023-03-31 | $504k | 22k | 22.72 |
| 2022-12-31 | $425k | 19k | 22.51 |
| 2022-09-30 | $357k | 16k | 22.00 |
| 2022-06-30 | $290k | 12k | 23.56 |
| 2022-03-31 | $235k | 9.3k | 25.39 |
More positions owned by Independent Wealth Network
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