Collaborative Wealth Managment Inc. historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Collaborative Wealth Managment Inc. opened 2 positions, added to 8, reduced 9 and sold out of 2.
- Q2 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 7,561.
- Q1 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 12,629.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1896419), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Fairtree Asset Management (Pty) Ltd | South Africa | $0.218B | 96 |
| PACK Private Wealth, LLC | United States | $0.218B | 57 |
| Rockingstone Advisors LLC | United States | $0.218B | 113 |
| MOR Wealth Management, LLC | United States | $0.218B | 103 |
| PFS Partners, LLC | United States | $0.218B | 590 |
| RETIREMENT GUYS FORMULA LLC | United States | $0.217B | 154 |
| BRIGHT FINANCIAL ADVISORS, INC. | United States | $0.218B | 67 |
| Pflug Koory, LLC | United States | $0.218B | 419 |
| Latitude Advisors, LLC | United States | $0.218B | 213 |
| Sound Stewardship, LLC | United States | $0.218B | 63 |