# COLLABORATIVE INVESTMNT SER (RDFI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/RDFI/

- Reporting holders: 2
- Reported value: $3.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $2.8M | 128,465 | 2.6% | 3 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $744.6K | 34,353 | 0.3% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $3.5M |
| Q2 2026 | 20 | $432.6M |
| Q1 2026 | 13 | $35.1M |
| Q4 2025 | 13 | $29.0M |
| Q3 2025 | 12 | $25.9M |
| Q2 2025 | 13 | $23.9M |
| Q1 2025 | 12 | $24.0M |
| Q4 2024 | 13 | $25.0M |
| Q3 2024 | 9 | $21.5M |
| Q2 2024 | 5 | $13.3M |
| Q1 2024 | 7 | $11.0M |
| Q4 2023 | 10 | $8.9M |