SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001896419-24-000002
Filing Date
2024-02-07
Accepted
2024-02-07 14:38:17
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2014
2 cwmq42023_13f.html INFORMATION TABLE  
2 cwmq42023_13f.xml INFORMATION TABLE 84813
  Complete submission text file 0001896419-24-000002.txt   88036
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.: 24603843