Collaborative Investmnt Ser shares owned by Private Advisor
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Collaborative Investmnt Ser
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Quarterly reported holdings in Collaborative Investmnt Ser by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $779k | 32k | 24.28 |
| 2025-06-30 | $228k | 9.6k | 23.83 |
| 2022-06-30 | $219k | 9.3k | 23.54 |
| 2022-03-31 | $287k | 11k | 25.44 |
| 2021-12-31 | $319k | 11k | 28.33 |
| 2021-09-30 | $660k | 22k | 29.53 |
| 2021-06-30 | $394k | 13k | 29.95 |
| 2021-03-31 | $359k | 13k | 28.64 |
| 2020-12-31 | $337k | 13k | 26.91 |