Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001896419-25-000002
Filing Date
2025-02-10
Accepted
2025-02-10 14:08:08
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2016
2 cwmq42024_13f.html INFORMATION TABLE  
2 cwmq42024_13f.xml INFORMATION TABLE 89298
  Complete submission text file 0001896419-25-000002.txt   92523
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.: 25605078