Collaborative Wealth Managment Inc.

CIK 0001896419 • 6 13F filings • May 8, 2025 – Aug 5, 2026

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Filer information

Filed by: Collaborative Wealth Managment Inc., CCO
Address: 972 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746
Phone: 4079650832
AUM: $283.7M

AUM over time

$238.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $229.3M180 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$563K	0.2%Prev: 0.2%	5,342 SH	Increased+1,442 SH
AGNC INVT CORP	COM	$166K	0.1%Prev: 0.1%	18,090 SH	Decreased
ALLSPRING INCOME OPPORTUNIT	INC OPPTY FD	$109K	0.0%Prev: 0.0%	15,440 SH	Increased
ALPHABET INC	CAP STK CL C	$222K	0.1%Prev: 0.1%	1,251 SH	Decreased+473 SH
ALPS ETF TR	ALERIAN MLP	$306K	0.1%	6,254 SH	New
AMAZON COM INC	COM	$1.4M	0.6%Prev: 0.1%	6,220 SH	Increased+4,764 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$2.6M	1.1%Prev: 0.2%	33,073 SH	Increased+28,434 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.0M	2.2%Prev: 3.8%	72,244 SH	Decreased-29,185 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.5M	3.3%Prev: 5.0%	81,890 SH	Decreased-15,910 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$2.0M	0.9%	47,382 SH	New
APPLE INC	COM	$4.8M	2.1%Prev: 2.5%	23,611 SH	Decreased+2,536 SH
ARK ETF TR	INNOVATION ETF	$323K	0.1%	4,593 SH	New
ARK ETF TR	NEXT GNRTN INTER	$249K	0.1%	1,685 SH	New
AT&T INC	COM	$252K	0.1%Prev: 0.1%	8,712 SH	Increased+1,764 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$456K	0.2%Prev: 0.2%	938 SH	Increased+45 SH
CHEVRON CORP NEW	COM	$205K	0.1%	1,434 SH	New
CION INVT CORP	COM	$186K	0.1%	19,402 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$341K	0.1%Prev: 0.2%	44,875 SH	Decreased-30 SH
COLUMBIA ETF TR I	DIVERSIFID FXD	$622K	0.3%	34,178 SH	New
COLUMBIA ETF TR I	MULTI SEC MUNI	$224K	0.1%	11,134 SH	New
CREDIT SUISSE HIGH YIELD BD	SH BEN INT	$236K	0.1%	110,898 SH	New
DISNEY WALT CO	COM	$290K	0.1%	2,335 SH	New
ELI LILLY & CO	COM	$398K	0.2%Prev: 0.1%	510 SH	Increased+254 SH
ENTERPRISE PRODS PARTNERS L	COM	$544K	0.2%Prev: 0.3%	17,550 SH	Decreased+1,605 SH
EXXON MOBIL CORP	COM	$355K	0.2%Prev: 0.2%	3,292 SH	Decreased+485 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$766K	0.3%Prev: 0.2%	40,326 SH	Increased+14,667 SH
FIRST TR EXCHANGE TRADED FD	FIRST TRUST S&P	$696K	0.3%	20,710 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$364K	0.2%	2,621 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$401K	0.2%Prev: 0.2%	4,408 SH	Increased+851 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$326K	0.1%Prev: 0.1%	7,786 SH	Increased+675 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.5M	0.7%Prev: 0.2%	30,618 SH	Increased+22,913 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.3M	1.0%Prev: 1.1%	54,652 SH	Decreased+6,076 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.3M	0.5%	35,437 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$689K	0.3%	15,693 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$1.9M	0.8%Prev: 6.5%	74,379 SH	Decreased-493,525 SH
FORD MTR CO	COM	$145K	0.1%Prev: 0.1%	13,341 SH	Increased+1,397 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$820K	0.4%Prev: 0.4%	33,796 SH	Decreased-5,081 SH
GLOBAL X FDS	GLB X MLP ENRG I	$1.0M	0.4%Prev: 1.3%	16,056 SH	Decreased-23,689 SH
GLOBAL X FDS	GLBL X MLP ETF	$1.1M	0.5%	21,384 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$1.9M	0.8%Prev: 0.3%	114,849 SH	Increased+78,176 SH
GLOBAL X FDS	NASDQ 100 CVRDGW	$294K	0.1%	10,545 SH	New
GLOBAL X FDS	S&P 500 COVERED	$406K	0.2%Prev: 0.2%	10,431 SH	Decreased-224 SH
GLOBAL X FDS	US PFD ETF	$6.9M	3.0%Prev: 0.3%	364,576 SH	Increased+332,282 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$318K	0.1%Prev: 0.2%	2,618 SH	Decreased
HOME DEPOT INC	COM	$956K	0.4%	2,607 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$880K	0.4%Prev: 0.2%	17,292 SH	Increased+9,263 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$260K	0.1%	7,590 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$1.4M	0.6%Prev: 8.5%	28,927 SH	Decreased-347,840 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$790K	0.3%Prev: 0.4%	21,184 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$654K	0.3%	13,025 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$1.7M	0.7%	40,505 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$461K	0.2%	10,787 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR B	$500K	0.2%Prev: 0.1%	13,346 SH	Increased+6,985 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$308K	0.1%Prev: 0.2%	9,504 SH	Decreased+95 SH
INTERNATIONAL BUSINESS MACHS	COM	$203K	0.1%	690 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$659K	0.3%Prev: 0.3%	13,137 SH	Increased+1,129 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.7M	3.4%Prev: 2.5%	33,877 SH	Increased+10,716 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$1.8M	0.8%Prev: 0.8%	79,982 SH	Increased+2,729 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$252K	0.1%Prev: 0.1%	4,048 SH	Increased+255 SH
INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$924K	0.4%Prev: 0.4%	7,474 SH	Increased+515 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$215K	0.1%	5,080 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL REL	$593K	0.3%	16,917 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$495K	0.2%	6,947 SH	New
INVESCO MUN OPPORTUNITY TR	COM	$101K	0.0%	11,000 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.7%Prev: 0.5%	2,794 SH	Increased+973 SH
ISHARES INC	CORE MSCI EMKT	$284K	0.1%Prev: 0.2%	4,726 SH	Decreased-188 SH
ISHARES TR	0-5 YR TIPS ETF	$923K	0.4%Prev: 6.3%	8,966 SH	Decreased-123,517 SH
ISHARES TR	CORE DIV GRWTH	$420K	0.2%Prev: 0.2%	6,570 SH	Increased+674 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.5%Prev: 0.5%	9,725 SH	Increased+2,447 SH
ISHARES TR	CORE S&P MCP ETF	$416K	0.2%Prev: 0.2%	6,715 SH	Decreased-27 SH
ISHARES TR	CORE S&P SCP ETF	$406K	0.2%Prev: 0.2%	3,713 SH	Increased+815 SH
ISHARES TR	CORE S&P US GWT	$262K	0.1%	1,745 SH	New
ISHARES TR	CORE S&P500 ETF	$788K	0.3%	1,269 SH	New
ISHARES TR	MSCI USA MMENTM	$263K	0.1%	1,095 SH	New
ISHARES TR	NATIONAL MUN ETF	$399K	0.2%Prev: 0.2%	3,819 SH	Decreased-1,230 SH
ISHARES TR	RUS 1000 GRW ETF	$259K	0.1%	611 SH	New
ISHARES TR	RUS 1000 VAL ETF	$212K	0.1%	1,089 SH	New
ISHARES TR	RUSSELL 2000 ETF	$393K	0.2%Prev: 0.3%	1,823 SH	Decreased-613 SH
ISHARES TR	RUSSELL 3000 ETF	$702K	0.3%Prev: 0.2%	1,999 SH	Increased+534 SH
ISHARES TR	SHRT NAT MUN ETF	$378K	0.2%Prev: 0.2%	3,557 SH	Decreased-238 SH
ISHARES TR	US AER DEF ETF	$280K	0.1%Prev: 0.2%	1,485 SH	Decreased-95 SH
ISHARES TR	US TREAS BD ETF	$277K	0.1%Prev: 0.1%	12,047 SH	Increased+680 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$263K	0.1%Prev: 1.2%	4,633 SH	Decreased-39,974 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$826K	0.4%Prev: 0.4%	16,634 SH	Decreased-2,466 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$820K	0.4%Prev: 0.4%	16,101 SH	Decreased-2,350 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$6.5M	2.8%Prev: 2.1%	108,657 SH	Increased+34,028 SH
MCDONALDS CORP	COM	$3.2M	1.4%Prev: 1.6%	10,968 SH	Decreased+92 SH
META PLATFORMS INC	CL A	$343K	0.1%Prev: 0.1%	465 SH	Increased+95 SH
MFS INTER HIGH INCOME FD	SH BEN INT	$50K	0.0%Prev: 0.0%	28,473 SH	Increased
MICROSOFT CORP	COM	$924K	0.4%Prev: 0.3%	1,858 SH	Increased+375 SH
MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$275K	0.1%Prev: 0.1%	3,589 SH	Decreased+134 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$267K	0.1%Prev: 0.1%	4,404 SH	Increased+860 SH
NEOS ETF TRUST	NASDAQ 100 HDGD	$354K	0.2%	6,756 SH	New
NVIDIA CORPORATION	COM	$681K	0.3%Prev: 0.3%	4,312 SH	Decreased+45 SH
ONEOK INC NEW	COM	$234K	0.1%Prev: 0.1%	2,867 SH	Decreased
PIMCO CORPORATE & INCM STRG	COM	$128K	0.1%	10,071 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$415K	0.2%Prev: 0.2%	29,828 SH	Increased
PIONEER HIGH INCOME FUND INC	COM	$131K	0.1%	16,206 SH	New
PROCTER AND GAMBLE CO	COM	$268K	0.1%	1,681 SH	New
PROSHARES TR	S&P 500 DV ARIST	$259K	0.1%Prev: 0.1%	2,570 SH	Decreased+10 SH
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$133K	0.1%Prev: 0.1%	13,400 SH	Decreased
QUALCOMM INC	COM	$222K	0.1%	1,395 SH	New
SCHWAB STRATEGIC TR	INTERNL DIVID	$400K	0.2%	14,620 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.5%Prev: 0.1%	39,492 SH	Increased+29,152 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$256K	0.1%	2,356 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.4M	0.6%	16,306 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$685K	0.3%	13,075 SH	New
SELECT SECTOR SPDR TR	INDL	$645K	0.3%	4,373 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.2M	0.5%	29,303 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$516K	0.2%	3,827 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.3M	1.0%	28,051 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$591K	0.3%	2,335 SH	New
SHELL PLC	SPON ADS	$641K	0.3%	9,104 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MULTI QIS ALTERN	$202K	0.1%	9,185 SH	New
SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$602K	0.3%	32,746 SH	New
SIREN ETF TR	DIVCN LDRS ETF	$458K	0.2%	6,378 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$246K	0.1%	558 SH	New
SPDR GOLD TR	GOLD SHS	$298K	0.1%Prev: 0.3%	976 SH	Decreased-324 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$7.7M	3.3%	189,311 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.1M	0.5%	25,610 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.4%	1,661 SH	New
SPDR SERIES TRUST	DJ REIT ETF	$211K	0.1%	2,188 SH	New
SPDR SERIES TRUST	MSCI USA STRTGIC	$330K	0.1%	2,025 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$8.1M	3.6%	328,754 SH	New
SPDR SERIES TRUST	PORT MTG BK ETF	$6.7M	2.9%	302,664 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$431K	0.2%	18,101 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$1.6M	0.7%	55,133 SH	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$382K	0.2%	14,663 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$7.1M	3.1%	94,934 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$389K	0.2%	15,176 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$1.1M	0.5%	33,214 SH	New
SPDR SERIES TRUST	PORTFOLIO LN COR	$4.3M	1.9%	191,128 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$9.3M	4.1%	171,330 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$740K	0.3%	17,379 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$518K	0.2%	17,676 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$10.7M	4.7%	112,016 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$201K	0.1%	4,743 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$10.1M	4.4%	193,124 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$2.6M	1.1%	24,132 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$405K	0.2%	9,729 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$509K	0.2%	12,690 SH	New
SSGA ACTIVE TR	SPDR BLACKSTONE	$2.4M	1.0%	82,935 SH	New
TESLA INC	COM	$906K	0.4%Prev: 0.5%	2,851 SH	Decreased+155 SH
UNITED PARCEL SERVICE INC	CL B	$427K	0.2%	4,235 SH	New
VANECK ETF TRUST	JP MRGAN EM LOC	$4.7M	2.1%Prev: 0.5%	186,000 SH	Increased+144,818 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.3M	1.4%Prev: 0.2%	34,774 SH	Increased+30,004 SH
VANECK ETF TRUST	URANIUM AND NUCL	$310K	0.1%	2,786 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$397K	0.2%Prev: 0.3%	5,391 SH	Decreased-2,655 SH
VANGUARD INDEX FDS	GROWTH ETF	$483K	0.2%Prev: 0.2%	1,102 SH	Increased+153 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$604K	0.3%Prev: 0.3%	3,672 SH	Increased+523 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$786K	0.3%Prev: 0.3%	1,384 SH	Increased+119 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$523K	0.2%Prev: 0.3%	2,682 SH	Decreased+76 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	0.9%Prev: 0.9%	7,070 SH	Increased+736 SH
VANGUARD INDEX FDS	VALUE ETF	$313K	0.1%Prev: 0.2%	1,772 SH	Decreased-71 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$529K	0.2%	4,115 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$433K	0.2%	5,225 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$387K	0.2%Prev: 0.2%	4,542 SH	Increased+651 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.5%Prev: 0.5%	5,770 SH	Increased+824 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$276K	0.1%Prev: 0.2%	4,840 SH	Decreased-2,481 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	0.6%Prev: 0.6%	10,066 SH	Increased+1,454 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$500K	0.2%Prev: 0.2%	6,247 SH	Increased+1,445 SH
VANGUARD WORLD FD	ENERGY ETF	$280K	0.1%Prev: 0.2%	2,349 SH	Decreased+108 SH
VANGUARD WORLD FD	FINANCIALS ETF	$341K	0.1%Prev: 0.1%	2,680 SH	Increased+22 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$456K	0.2%Prev: 0.2%	1,838 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$587K	0.3%Prev: 0.3%	885 SH	Decreased-191 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$715K	0.3%Prev: 0.3%	5,446 SH	Increased+632 SH
WALMART INC	COM	$423K	0.2%Prev: 0.1%	4,329 SH	Increased+2,021 SH
WESTERN ASSET MUN HIGH INCOM	COM	$136K	0.1%Prev: 0.0%	19,565 SH	Increased+4,565 SH
WISDOMTREE TR	EMER MKT HIGH FD	$484K	0.2%Prev: 0.8%	10,680 SH	Decreased-24,459 SH
WISDOMTREE TR	EQUITY PREMIUM	$227K	0.1%	7,093 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$6.4M	2.8%Prev: 0.6%	127,355 SH	Increased+100,525 SH
WISDOMTREE TR	GLB US QTLY DIV	$2.2M	0.9%	53,849 SH	New
WISDOMTREE TR	US HGH YLD CORP	$3.0M	1.3%Prev: 0.2%	64,069 SH	Increased+55,074 SH
WISDOMTREE TR	US LARGECAP DIVD	$567K	0.2%	6,900 SH	New
WISDOMTREE TR	US MIDCAP DIVID	$1.0M	0.4%Prev: 0.4%	20,447 SH	Increased+3,116 SH
WISDOMTREE TR	US QTLY DIV GRT	$873K	0.4%Prev: 0.2%	10,422 SH	Increased+4,604 SH
WISDOMTREE TR	US S CAP QTY DIV	$564K	0.2%	12,115 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$369K	0.2%Prev: 0.2%	11,617 SH	Increased+1,731 SH
WISDOMTREE TR	WSDM EMKTBD FD	$2.0M	0.9%Prev: 0.1%	30,365 SH	Increased+26,585 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.0M	0.5%Prev: 1.6%	16,002 SH	Decreased-22,377 SH

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $544K
ALPHABET INC — $219K
AMERICAN CENTY ETF TR — $237K
CHEVRON CORPORATION — $203K
CREDIT SUISSE HIGH YIELD CRE — $211K
FIRST TR EXCHANGE TRADED FD — $326K
FIRST TR EXCHANGE-TRADED FD — $485K
FIRST TR EXCHANGE-TRADED FD — $452K
FIRST TR EXCHNG TRADED FD VI — $353K
INNOVATOR ETFS TRUST — $204K
INNOVATOR ETFS TRUST — $428K
INNOVATOR ETFS TRUST — $205K
INNOVATOR ETFS TRUST — $2.0M
INVESCO EXCHANGE TRADED FD T — $221K
INVESCO MUN OPPORTUNIT TR — $105K
ISHARES BITCOIN TRUST ETF — $255K
ISHARES TR — $204K
ISHARES TR — $202K
ISHARES TR — $214K
MORGAN STANLEY ETF TRUST — $205K
… and 23 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001896419-26-000001	$283.7M	View
Nov 7, 2025	Q3 2025	13F-HR	0001896419-25-000007	$247.2M	View
Aug 5, 2026	Q2 2026