Advertisement
Screener

COLLECTIVE FAMILY OFFICE LLC Last Quarter Change: Foreign Funds, New

COLLECTIVE FAMILY OFFICE LLC quarter change: Foreign Funds, New

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, COLLECTIVE FAMILY OFFICE LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1845066): 2026-03-31 (filed 2026-04-02) and 2026-06-30 (filed 2026-07-02). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Sand Grove Capital Management LLPUnited Kingdom$0.444B19
Abacus FCF Advisors LLCUnited States$0.444B52
Aspire Capital Advisors LLCUnited States$0.444B122
AUGUSTINE ASSET MANAGEMENT INCUnited States$0.444B112
Fermata Advisors, LLCUnited States$0.444B232
FIRST WILSHIRE SECURITIES MANAGEMENT INCUnited States$0.444B85
J. Derek Lewis & Associates Inc.United States$0.445B211
Centurion Wealth Management LLCUnited States$0.444B316
AMI INVESTMENT MANAGEMENT INCUnited States$0.445B77
TIFF ADVISORY SERVICES, LLCUnited States$0.444B25