Skip to main content

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

VBF holding history

Invesco Bond 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.

VBF overviewAll 13F holders of VBFFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of VBF by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−16,215−100.0%Sold outHolders
Q1 202316,215$249.9K0.2%−405−2.4%ReducedHolders
Q4 202216,620$260.6K0.2%00.0%UnchangedHolders
Q3 202216,620$239.0K0.2%00.0%UnchangedHolders
Q2 202216,620$270.0K0.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202116,620$331.0K0.2%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202116,620$291.0K0.2%––Holders

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