Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001896419-24-000004
Filing Date
2024-08-09
Accepted
2024-08-09 10:48:10
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2014
2 cwmq22024_13f.html INFORMATION TABLE  
2 cwmq22024_13f.xml INFORMATION TABLE 85798
  Complete submission text file 0001896419-24-000004.txt   89022
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.: 241190888