Ownership history in Collaborative Wealth Managment Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in CREDIT SUISSE HIGH YIELD BD (DHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 110,898 | — | 0% | 0.08% | $222K | $1.95 |
| 2025 Q3 | UNCHANGED | 110,898 | — | 0% | 0.09% | $228K | $1.96 |
| 2025 Q2 | REDUCED | 110,898 | -3,666 | -3.2% | 0.10% | $236K | $1.98 |
| 2025 Q1 | UNCHANGED | 114,564 | — | 0% | 0.11% | $243K | $1.93 |
| 2024 Q4 | REDUCED | 114,564 | -8,500 | -6.9% | 0.11% | $245K | $1.90 |
| 2024 Q3 | REDUCED | 123,064 | -3,381 | -2.7% | 0.13% | $279K | $1.98 |
| 2024 Q2 | UNCHANGED | 126,445 | — | 0% | 0.12% | $255K | $1.72 |
| 2024 Q1 | REDUCED | 126,445 | -51,238 | -28.8% | 0.13% | $255K | $1.68 |
| 2023 Q4 | REDUCED | 177,683 | -11,084 | -5.9% | 0.19% | $352K | $1.61 |
| 2023 Q3 | UNCHANGED | 188,767 | — | 0% | 0.21% | $355K | $1.50 |
As of 2025 Q4 — sorted by position size