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Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

BA holding history

Boeing Co in every 13F filed by Collaborative Wealth Managment Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of BA by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,717−100.0%Sold outHolders
Q4 20251,717$372.8K0.1%+1,717NewHolders
Q1 20240$00.0%−841−100.0%Sold outHolders
Q4 2023841$219.2K0.1%+841NewHolders
Q3 20230$00.0%−968−100.0%Sold outHolders
Q2 2023968$204.4K0.1%−134−12.2%ReducedHolders
Q1 20231,102$234.1K0.1%−6−0.5%ReducedHolders
Q4 20221,108$211.1K0.1%+1,108NewHolders