Current Market Value 178,938,324
Current Holdings 947
Most Recent File Date 2025-08-15
Total Filings on Record 8
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WealthCollab, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-15 2025-06-30 13F-HR 947 178,938
2025-05-14 2025-03-31 13F-HR 914 161,978
2025-02-14 2024-12-31 13F-HR 875 156,668
2024-11-14 2024-09-30 13F-HR 882 152,789
2024-08-14 2024-06-30 13F-HR/A 1 N 859 139,254
2024-08-13 2024-06-30 13F-HR 852 135,540
2024-05-10 2024-03-31 13F-HR 852 135,540
2024-04-03 2023-12-31 13F-HR 877 128,156