Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001896419-25-000004
Filing Date
2025-05-08
Accepted
2025-05-08 13:44:31
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2012
2 cwmq12025_13f.html INFORMATION TABLE  
2 cwmq12025_13f.xml INFORMATION TABLE 86813
  Complete submission text file 0001896419-25-000004.txt   90027
Mailing Address 972 INTERNATIONAL PARKWAY LAKE MARY FL 32746
Business Address 972 INTERNATIONAL PARKWAY LAKE MARY FL 32746 407-792-3336
Collaborative Wealth Managment Inc. (Filer) CIK: 0001896419 (see all company filings)

EIN.: 352280124 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21777 | Film No.: 25925210