13F-HR: Collaborative Wealth Managment Inc.
| Field | Detail |
|---|---|
| Company | Collaborative Wealth Managment Inc. |
| Form Type | 13F-HR |
| Filed Date | Nov 7, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: 13f-hr
AI Summary
13F-HR filing by Collaborative Wealth Managment Inc..
Risk Assessment
Risk Level: low
FAQ
What type of filing is this?
This is a 13F-HR filing submitted by Collaborative Wealth Managment Inc. to the SEC on Nov 7, 2025.
What is the risk level of this 13F-HR filing?
This filing has been assessed as low risk.
How long is this filing?
Collaborative Wealth Managment Inc.'s 13F-HR filing is 1 pages with approximately 379 words. Estimated reading time is 2 minutes.
Where can I view the full 13F-HR filing?
The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.
Filing Stats: 379 words · 2 min read · ~1 pages · Grade level 11.4 · Accepted 2025-11-07 16:42:48
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- cwmq32025_13f.html (INFORMATION TABLE)
- cwmq32025_13f.xml (INFORMATION TABLE) — 96KB
- 0001896419-25-000007.txt ( ) — 99KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Collaborative Wealth Managment Inc. Address: 972 INTERNATIONAL PARKWAY LAKE MARY , FL 32746 Form 13F File Number: 028-21777 CRD Number (if applicable): 000142106 801-80100 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Sandra Stickney Title: CCO Phone: Signature, Place, and Date of Signing: Sandra Stickney Lake Mary , FL 11-07-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 196 Form 13F Information Table Value Total: 247,220,205 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE