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 COLUMBIA ETF TR I (DIAL). 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 | REDUCED | 30,665 | -1,689 | -5.2% | 0.20% | $563K | $18.20 |
| 2025 Q3 | REDUCED | 32,354 | -1,824 | -5.3% | 0.24% | $597K | $18.00 |
| 2025 Q2 | REDUCED | 34,178 | -11,650 | -25.4% | 0.27% | $622K | $17.56 |
| 2025 Q1 | REDUCED | 45,828 | -3,052 | -6.2% | 0.38% | $819K | $17.02 |
| 2024 Q4 | REDUCED | 48,880 | -2,102 | -4.1% | 0.39% | $857K | $16.56 |
| 2024 Q3 | REDUCED | 50,982 | -74 | -0.1% | 0.43% | $942K | $17.19 |
| 2024 Q2 | REDUCED | 51,056 | -107 | -0.2% | 0.44% | $901K | $16.23 |
| 2024 Q1 | ADDED | 51,163 | +432 | +0.9% | 0.46% | $910K | $16.16 |
| 2023 Q4 | ADDED | 50,731 | +2,294 | +4.7% | 0.50% | $916K | $16.28 |
| 2023 Q3 | REDUCED | 48,437 | -4,116 | -7.8% | 0.49% | $815K | $14.98 |
As of 2025 Q4 — sorted by position size