Skip to main content

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

CLF holding history

Cleveland-Cliffs Inc. 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.

CLF overviewAll 13F holders of CLFFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of CLF by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−44,905−100.0%Sold outHolders
Q1 202644,905$379.4K0.2%00.0%UnchangedHolders
Q4 202544,905$596.3K0.2%+30+0.1%AddedHolders
Q3 202544,875$547.5K0.2%00.0%UnchangedHolders
Q2 202544,875$341.1K0.1%+14,580+48.1%AddedHolders
Q1 202530,295$249.0K0.1%+325+1.1%AddedHolders
Q4 202429,970$281.7K0.1%+29,970NewHolders