Collaborative Wealth Managment Inc.

Business address
972 International Parkway, Lake Mary, FL, 32746
Top securities (13F)
SPYG, SPYV, SPMD, SPDW, AVUV, QQQM, HYMB, SPTM, JQUA, AVEM, AAPL, SPMB, USFR, PFFD, EMLC, SPLB, UCON, MCD, MOAT, and AVGE
State of incorporation
TX
Fiscal year end
31 December
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Collaborative Wealth Managment Inc. has filed 18 SEC EDGAR filings since 11 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-21777
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-21777
N-PX Open Document Open Filing 30 Jul 2025 30 Jul 2025 028-21777
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-21777
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-21777
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-21777
N-PX Open Document Open Filing 09 Aug 2024 09 Aug 2024 028-21777
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-21777
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-21777
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-21777
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-21777
13F-HR Open Document Open Filing 07 Aug 2023 30 Jun 2023 028-21777
13F-HR Open Document Open Filing 08 May 2023 31 Mar 2023 028-21777
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-21777
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-21777
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-21777
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2021 028-21777
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-21777