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Collaborative Investmnt Ser shares owned by Latitude Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Latitude Advisors from 13F filings

Historical chart of Latitude Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $457k 19k 23.91
2025-09-30 $271k 11k 24.29
2025-06-30 $266k 11k 23.83

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tyler Technologies (TYL)

View all positions for Latitude Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Advisor Group Holdings
Astoria Portfolio Advisors
Private Advisor
Integrated Wealth Concepts
Puff Wealth Management
Cambridge Investment Research Advisors
Latitude Advisors
Noble Wealth Management PBC
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser