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Collaborative Investmnt Ser shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 411 39.55

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Value Etf Etf (VTV)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Farther Finance Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Janney Montgomery Scott
Ascension Capital Advisors
Atria Investments
Able Wealth Management
Gts Securities
Bank of New York Mellon
Advisor Group Holdings
MAI Wealth Advisors
UBS Group
Farther Finance Advisors
Geneos Wealth Management
AE Wealth Management

View all funds holding Collaborative Investmnt Ser