Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RAREVIEW DYNAMIC
-
Total 13F shares
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30,980
-
Share change
-
+30,980
-
Total reported value
-
$742,356
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Price per share
-
$23.95
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Number of holders
-
2
-
Value change
-
+$742,356
-
Number of buys
-
2
Institutional Holders of COLLABORATIVE INVESTMNT SER - RAREVIEW DYNAMIC (RDFI) as of Q4 2025
As of 31 Dec 2025 COLLABORATIVE INVESTMNT SER - RAREVIEW DYNAMIC (RDFI) had 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 30,980 shares of stock of the company.
Largest 2 holders included PUFF WEALTH MANAGEMENT, LLC and Noble Wealth Management PBC.
This table shows 2 institutional shareholders of the security as of 31 Dec 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.