Collaborative Wealth Managment Inc. SEC EDGAR Filings (CIK 0001896419)

SEC EDGAR filings, ownership reports, and insider transactions for 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

Recent SEC filings for Collaborative Wealth Managment Inc. including 13F-HR, N-PX.

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

About this filer

Collaborative Wealth Managment Inc. files with the SEC under CIK 0001896419. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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