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Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

CIF holding history

MFS Intermediate High Income Fund 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.

CIF overviewAll 13F holders of CIFFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of CIF by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−28,473−100.0%Sold outHolders
Q1 202628,473$46.1K<0.1%00.0%UnchangedHolders
Q4 202528,473$48.4K<0.1%00.0%UnchangedHolders
Q3 202528,473$50.3K<0.1%00.0%UnchangedHolders
Q2 202528,473$49.5K<0.1%−3,960−12.2%ReducedHolders
Q1 202532,433$55.5K<0.1%00.0%UnchangedHolders
Q4 202432,433$56.1K<0.1%00.0%UnchangedHolders
Q3 202432,433$57.7K<0.1%−917−2.7%ReducedHolders
Q2 202433,350$56.5K<0.1%00.0%UnchangedHolders
Q1 202433,350$57.5K<0.1%−37,754−53.1%ReducedHolders
Q4 202371,104$122.3K0.1%−2,093−2.9%ReducedHolders
Q3 202373,197$114.9K0.1%−10,000−12.0%ReducedHolders
Q2 202383,197$135.6K0.1%−161−0.2%ReducedHolders
Q1 202383,358$140.0K0.1%−1,299−1.5%ReducedHolders
Q4 202284,657$144.3K0.1%00.0%UnchangedHolders
Q3 202284,657$145.0K0.1%−6,700−7.3%ReducedHolders
Q2 202291,357$174.0K0.1%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202191,357$252.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202191,357$222.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.