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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001896419-23-000004
Filing Date
2023-08-07
Accepted
2023-08-07 10:53:27
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2013
2 CWM_Q22023_13f.html INFORMATION TABLE  
2 CWM_Q22023_13f.xml INFORMATION TABLE 84823
  Complete submission text file 0001896419-23-000004.txt   88014
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)

IRS No.: 352280124 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21777 | Film No.: 231146102