Toth Financial Advisory’s Collective Mining Ltd CNL Stock Holding History

Toth Financial Advisory’s Portfolio CNL Stock Details CNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.45K	Hold	200	–	–	﹤0.01%	764
2026 Q2	$2.45K	Hold	200	–	–	﹤0.01%	722
2026 Q1	$3.52K	Hold	200	–	–	﹤0.01%	671
2025 Q4	$2.92K	Hold	200	–	–	﹤0.01%	683
2025 Q3	$2.89K	Buy	+200	New	+$2.27K	﹤0.01%	666

Other funds holding CNL

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Toth Financial Advisory's CNL Position: Q3 2026 in Review

Toth Financial Advisory held its Collective Mining Ltd (CNL) position steady in Q3 2026 at 200 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Toth Financial Advisory first reported a position in CNL in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.52K in Q1 2026. 5 funds tracked by Wall St. Rank hold CNL as of Q3 2026.

Toth Financial Advisory held 200 shares of Collective Mining Ltd worth $2.45K as of Q3 2026.
Toth Financial Advisory left its Collective Mining Ltd share count unchanged in Q3 2026.
Collective Mining Ltd made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #764 holding.
Toth Financial Advisory first reported a position in Collective Mining Ltd in Q3 2025 and has held it in 5 quarters since.
Toth Financial Advisory's Collective Mining Ltd position peaked at $3.52K in Q1 2026.
5 funds tracked by Wall St. Rank held Collective Mining Ltd as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.