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13F-HRFiled Jul 2, 2026 · For Q2 2026

COLLECTIVE FAMILY OFFICE LLC

161 positions · $489M portfolio reported

Total value
$489M
18.9%
Holdings
161
positions reported
Report date
Jun 30
Q2 2026
Filer
COLLECTIVE FAMILY OFFICE
Family Office
AI summaryauto-generated

Material filing. COLLECTIVE FAMILY OFFICE LLC filed 13F-HR for Q2 2026 on Jul 2, 2026. Portfolio value at $489M, a -18.9% move QoQ. 161 distinct positions reported.

Accession0001845066-26-000004
SourceEDGAR ↗
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Filings feedShowing 40 of 12,203,847
Source: SEC EDGAR · Latency < 5 minutes
Jul 2, 2026
40 filings
13F-HR
KERR FINANCIAL PLANNING Corp

549 positions · $90M portfolio reported

CIK 0002095947Holding Co.Accession 0002095947-26-000006
Reports
Q2 2026
Total value
$90M
1.1%
Pos.
549
13F-HR
COLLECTIVE FAMILY OFFICE LLCMaterial

161 positions · $489M portfolio reported

CIK 0001845066Family OfficeAccession 0001845066-26-000004
Reports
Q2 2026
Total value
$489M
18.9%
Pos.
161
13F-HR
Cedar Mountain Advisors, LLCMaterial

1,175 positions · $581M portfolio reported

CIK 0001798986Family OfficeAccession 0001798986-26-000003
Reports
Q2 2026
Total value
$581M
19.7%
Pos.
1,175
13F-HR
BURKETT FINANCIAL SERVICES, LLC

266 positions · $320M portfolio reported

CIK 0001762716Holding Co.Accession 0001762716-26-000003
Reports
Q2 2026
Total value
$320M
1.9%
Pos.
266
13F-HR
ATMOS ADVISORY, LLC

20 positions · $191M portfolio reported

CIK 0001905162Asset ManagerAccession 0001905162-26-000005
Reports
Q2 2026
Total value
$191M
0.5%
Pos.
20
13F-HR
Versant Capital Management, IncMaterial

2,745 positions · $1.1B portfolio reported

CIK 0001735057Asset ManagerAccession 0001735057-26-000003
Reports
Q2 2026
Total value
$1.1B
16.1%
Pos.
2,745
13F-HR
Eleva Capital SAS

24 positions · $343M portfolio reported

CIK 0002054496Hedge FundAccession 0002054496-26-000003
Reports
Q2 2026
Total value
$343M
6.3%
Pos.
24
13F-HR
Diesslin Group, Inc.Material

59 positions · $259M portfolio reported

CIK 0002108559Family OfficeAccession 0002108559-26-000004
Reports
Q2 2026
Total value
$259M
11.5%
Pos.
59
13F-HR
Financial Management, Inc.

39 positions · $106M portfolio reported

CIK 0002143070Hedge FundAccession 0002143070-26-000002
Reports
Q1 2026
Total value
$106M
3.4%
Pos.
39
13F-HR
Box Hill Private Wealth LLC

67 positions · $125M portfolio reported

CIK 0002094120Pension FundAccession 0002094120-26-000004
Reports
Q2 2026
Total value
$125M
8.7%
Pos.
67
13F-HR
Sarver Vrooman Wealth Advisors

145 positions · $168M portfolio reported

CIK 0002076215Pension FundAccession 0002076215-26-000005
Reports
Q2 2026
Total value
$168M
1.6%
Pos.
145
13F-HR
Frisco Financial Planning LLC

29 positions · $133M portfolio reported

CIK 0002133972Pension FundAccession 0002133972-26-000008
Reports
Q2 2026
Total value
$133M
6.6%
Pos.
29
13F-HR
Financial Management, Inc.

40 positions · $105M portfolio reported

CIK 0002143070Hedge FundAccession 0002143070-26-000001
Reports
Q4 2025
Total value
$105M
3.4%
Pos.
40
13F-HR
Asset Management Advisors, LLC

17 positions · $181M portfolio reported

CIK 0001596355Asset ManagerAccession 0001596355-26-000003
Reports
Q2 2026
Total value
$181M
0.9%
Pos.
17
13F-HR
MassMutual Private Wealth & Trust, FSB

2,444 positions · $3.9B portfolio reported

CIK 0001103653Asset ManagerAccession 0001193125-26-293910
Reports
Q2 2026
Total value
$3.9B
1.8%
Pos.
2,444
13F-HR
Brick & Kyle, Associates

96 positions · $303M portfolio reported

CIK 0001632253Asset ManagerAccession 0001632253-26-000005
Reports
Q1 2026
Total value
$303M
7.1%
Pos.
96
13F-HR
Kozak & Associates, Inc.

451 positions · $576M portfolio reported

CIK 0001764970Holding Co.Accession 0001764970-26-000005
Reports
Q2 2026
Total value
$576M
1.1%
Pos.
451
13F-HR
Gladwyn Financial Advisors, Inc.

107 positions · $160M portfolio reported

CIK 0002078684Asset ManagerAccession 0002078684-26-000003
Reports
Q2 2026
Total value
$160M
8.0%
Pos.
107
13F-HR
Silverleafe Capital Partners, LLC

99 positions · $367M portfolio reported

CIK 0001535611Family OfficeAccession 0001535611-26-000006
Reports
Q2 2026
Total value
$367M
5.1%
Pos.
99
13F-HR
Pangea Capital Gestao de Recursos Ltda.

4 positions · $129M portfolio reported

CIK 0002119167Holding Co.Accession 0001398344-26-011571
Reports
Q3 2024
Total value
$129M
2.4%
Pos.
4
13D/A
RA CAPITAL MANAGEMENT, L.P.ActivistAmendment

Amendment to 13D — 4.1% in WEREWOLF THERAPEUTICS, INC.

CIK 0001346824Activist filerAccession 0001346824-26-000187
Reports
% owned
4.1%
Pos.
1,985,541
13D
Bering Partners II GP, L.L.C.ActivistNew 13D

6.9% stake in CalciMedica, Inc. · The information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on prevailing market, economic and other conditions, acquire additional shares of Common Stock or other securities of the Issuer, dispose of any such securities, or engage in discussions with the Issuer concerning such acquisitions or dispositions or further investments in the Issuer. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon the price and availability of shares of Common Stock or other securities of the Issuer, subsequent developments affecting the Issuer, the Issuer's business and prospects, other investment and business opportunities available to the Reporting Persons, general stock market and economic conditions, tax considerations and other factors considered relevant, may decide at any time to increase or to decrease the size of their investment in the Issuer in the open market, in privately negotiated transactions, pursuant to 10b5-1 trading plans or otherwise. Except as set forth above, the Reporting Persons have no present plans or intentions which would result in or relate to any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Mr. Zaytsev is a member of the Issuer's Board.

CIK 0001811744Activist filerAccession 0001193125-26-295162
Reports
% owned
6.9%
Pos.
2,113,513
13D/A
Legion Partners Asset Management, LLCActivistAmendment

Amendment to 13D — 15.6% in LIFECORE BIOMEDICAL, INC. \DE\

CIK 0001560207Activist filerAccession 0000921895-26-001747
Reports
% owned
15.6%
Pos.
6,196,557
13G
Castillo ChristopherPassive

Passive 9.2% disclosure in Aditxt, Inc.

CIK 0002143182Passive holderAccession 0001199835-26-000244
Reports
% owned
9.2%
Pos.
75,000
13G/A
Castillo ChristopherPassiveAmendment

Amendment to 13G — 6.2% in Aditxt, Inc.

CIK 0002143182Passive holderAccession 0001199835-26-000246
Reports
% owned
6.2%
Pos.
62,000
13D/A
MASSACHUSETTS MUTUAL LIFE INSURANCE COActivistAmendment

Amendment to 13D — 0.0% in Janus Henderson Group plc

CIK 0000225602Activist filerAccession 0001140361-26-027506
Reports
% owned
Pos.
13G
Harraden Circle Investments, LLCPassive

Passive 5.5% disclosure in Alpex Acquisition Corp

CIK 0001910592Passive holderAccession 0001193125-26-295051
Reports
% owned
5.5%
Pos.
650,000
13D/A
Lazar David E.ActivistAmendment

Amendment to 13D — 3.9% in KALA BIO, Inc.

CIK 0001932843Activist filerAccession 0001829126-26-007224
Reports
% owned
3.9%
Pos.
719,404
13D
Lynx1 Capital Management LPActivistNew 13D

21.0% stake in Passage BIO, Inc. · The Reporting Persons originally acquired the securities reported herein because they believe the securities are undervalued and represent an attractive investment opportunity and they continue to hold the shares of Common Stock reported herein for investment purposes. The Reporting Persons previously reported their beneficial ownership on Schedule 13G pursuant to Rule 13d-1(c) under the Act. As a result of the acquisition of additional shares of Common Stock described in Items 3 and 5(c), the Reporting Persons' aggregate beneficial ownership has equaled or exceeded 20% of the outstanding Common Stock. Accordingly, the Reporting Persons are no longer eligible to report on Schedule 13G under Rule 13d-1(c)(3) and are filing this Schedule 13D pursuant to Rule 13d-1(f)(1). On June 24, 2026, the Issuer, Peregrine Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of the Issuer ("Merger Sub"), and Remix Therapeutics, Inc., a Delaware corporation ("Remix") entered into an Agreement and Plan of Merger (the "Merger Agreement") substantially in the form attached as Exhibit 99.2 to this Schedule 13D, pursuant to which Merger Sub will merge with and into Remix, with Remix surviving the merger and becoming a wholly owned subsidiary of the Issuer (the "Merger"). Following the Merger, the combined company is expected to be renamed "Remix Therapeutics, Inc." and to trade on Nasdaq under the symbol "RMTX." In connection with the Merger, the Lynx1 Fund has agreed to participate in a financing (the "Concurrent Financing") in which it will (i) purchase shares of Remix common stock pursuant to a subscription agreement (the "Subscription Agreement") substantially in the form attached as Exhibit 99.3 to this Schedule 13D and (ii) purchase convertible notes pursuant to a convertible promissory note purchase agreement. The consummation of the Concurrent Financing is conditioned on the satisfaction or waiver of certain conditions to the Merger. In addition, in connection with the Concurrent Financing, an affiliate of the Investment Manager will enter in to a registration rights agreement (the "Registration Rights Agreement") with the Issuer and Remix, substantially in the form attached as Exhibit 99.4 to this Schedule 13D, providing for the registration for resale of the shares of Common Stock issuable in respect of the securities purchased in the Concurrent Financing. In addition, the Issuer and a third party rights agent will enter into a Contingent Value Rights Agreement (the "CVR Agreement") substantially in the form attached as Exhibit 99.5 to this Schedule 13D, pursuant to which the Issuer's common stockholders of record will receive one contingent value right for each outstanding share of Common Stock held by such stockholder. As a result of the foregoing, the Reporting Persons expect to acquire additional shares of Common Stock at the effective time of the Merger in respect of the Remix securities they have agreed to purchase in the Concurrent Financing. The Reporting Persons do not presently beneficially own such shares of Common Stock, the issuance of which is contingent on the consummation of the Merger. In addition, as a holder of record of Common Stock, the Reporting Persons will be entitled to receive one contingent value right for each share of Common Stock held as of the close of business on the last business day prior to the Effective Time, pursuant to a Contingent Value Rights Agreement to be entered into by the Issuer as described in the Issuer's filings. The foregoing summaries of the Merger Agreement, the Subscription Agreement, the Registration Rights Agreement and the CVR Agreement are qualified in their entireties by reference to the full texts of such agreements, the forms of which are included as Exhibit 99.2, Exhibit 99.3, Exhibit 99.4 and Exhibit 99.5, respectively, hereto and are incorporated by reference herein. The Reporting Persons may engage in discussions with management, the board of directors (the "Board"), other stockholders of the Issuer, and other persons regarding the Issuer, including with respect to its business, operations, strategy, capital structure, and governance, and the Merger, though the Reporting Persons may change its intentions with respect to any and all of the foregoing. The Reporting Persons may also take steps to explore and prepare for various plans and actions, and propose transactions, before forming an intention to engage in such plans or actions or proceed with such transactions. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and depending upon various factors, including without limitation, the Issuer's financial position and strategic direction, the outcome of any discussions referenced above, overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of securities of the Issuer at prices that would make the purchase or sale of such securities desirable, the Reporting Persons may endeavor (i) to increase or decrease their position in the Issuer through, among other things, the purchase or sale of securities of the Issuer, including through transactions involving shares of Common Stock and/or other equity, debt, notes, other securities, or derivative or other instruments that are based upon or relate to the value of securities of the Issuer in the open market or in private transactions, on such terms and at such times as the Reporting Persons may deem advisable and/or (ii) to enter into transactions that increase or decrease their economic exposure to the shares of Common Stock without affecting their beneficial ownership of the shares of Common Stock or adjust their exposure to the shares of Common Stock in ways that would affect their beneficial ownership of the shares of Common Stock. Except as set forth in this Item 4, the Reporting Persons do not currently have any plans or proposals that relate to or would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D. The Reporting Persons reserve the right to formulate plans or proposals, and to take such actions with respect to their investment in the Issuer, including any or all of the actions set forth in clauses (a) through (j) of Item 4, and to change their intentions, at any time, as they deem appropriate.

CIK 0001910456Activist filerAccession 0000902664-26-003000
Reports
% owned
21.0%
Pos.
673,759
13D/A
Caddis Holdings, LPActivistAmendment

Amendment to 13D — 8.2% in Fermi Inc.

CIK 0002123470Activist filerAccession 0002123470-26-000003
Reports
% owned
8.2%
Pos.
52,318,073
13D/A
Endeavor Blockchain, LLCActivistAmendment

Amendment to 13D — 46.4% in Big Digital Energy, Inc.

CIK 0002101945Activist filerAccession 0000912282-26-000917
Reports
% owned
46.4%
Pos.
3,545,221
13D/A
Kaufman Kapital LLCActivistAmendment

Amendment to 13D — 10.0% in BranchOut Food Inc.

CIK 0002033227Activist filerAccession 0001099910-26-000228
Reports
% owned
10.0%
Pos.
1,530,071
13D/A
BIGLARI CAPITAL CORP.ActivistAmendment

Amendment to 13D — 13.5% in El Pollo Loco Holdings, Inc.

CIK 0001334429Activist filerAccession 0000921895-26-001755
Reports
% owned
13.5%
Pos.
4,124,701
13G/A
Hartree Partners, LPPassiveAmendment

Amendment to 13G — 11.8% in HUDSON TECHNOLOGIES INC /NY

CIK 0001597857Passive holderAccession 0000921895-26-001752
Reports
% owned
11.8%
Pos.
4,971,302
13D
Jefferies Credit Partners Structured Solutions LLCActivistNew 13D

12.8% stake in Jefferies Credit Partners BDC Inc. · The Reporting Person acquired the Class I Shares reported herein for investment purposes. The information set forth in Item 3 is hereby incorporated by reference into this Item 4 and is supplemented by the below information. The Reporting Person is an affiliate of the Issuer and the Issuer's investment adviser, Jefferies Credit Management LLC. This Schedule 13D filing is occasioned solely by the Reporting Person's beneficial ownership of more than 5% of the presently outstanding Class I Shares of the Issuer as a result of the investments described in Item 3 and the Reporting Person's ownership as a percentage of the outstanding Class I Shares may be deemed to have the resulting effect of changing or influencing the control of the Issuer, notwithstanding that the Class I Shares of the Issuer beneficially owned by the Reporting Person were acquired in the ordinary course of its business and were not acquired for the purpose of changing or influencing the control of the Issuer. The Reporting Person may, from time to time, take such actions regarding its investment as it deems appropriate. These actions may include: (i) indirectly acquiring additional Class I Shares, (ii) directing the disposition of any or all of its Class I Shares (including through the feeder fund's participation in the Issuer's share repurchase program); or (iii) proposing or considering one or more of the actions described in clauses (a) through (j) of Item 4 of Schedule 13D. Certain officers and directors of the Issuer are officers of affiliates of the Reporting Person, including Thomas G. Brady, the CEO and President of affiliates of the Reporting Person, and in such capacity, may have influence over the corporate activities of the Issuer, including activities which may relate to items described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Additionally, Jefferies Credit Management LLC and Jefferies Credit Partners LLC, the investment managers for the Issuer and the Reporting Person (and the feeder fund), respectively, are affiliates of the Reporting Person. Jefferies Credit Partners LLC is also the Managing Member of the Reporting Person. Except as described in this Schedule 13D, the Reporting Person does not have any present plans or proposals that relate to or would result in any of the actions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D, although, the Reporting Person, at any time and from time to time, may review, reconsider and change its position and/or change its purpose with respect to the business and affairs of the Issuer and may from time to time consider pursuing or proposing such matters with advisors, the Issuer or other persons.

CIK 0002136426Activist filerAccession 0001193125-26-295053
Reports
% owned
12.8%
Pos.
7,312,125
13D/A
Wheat Wind Farms, LLCActivistAmendment

Amendment to 13D — 5.2% in Local Bounti Corporation

CIK 0001890581Activist filerAccession 0001890581-26-000005
Reports
% owned
5.2%
Pos.
1,177,386
13D/A
McDonald IanActivistAmendment

Amendment to 13D — 13.7% in BRIGHT MINDS BIOSCIENCES INC.

CIK 0002005665Activist filerAccession 0001062993-26-003506
Reports
% owned
13.7%
Pos.
1,396,665
13G
NEEDHAM INVESTMENT MANAGEMENT LLCPassive

Passive 7.1% disclosure in LANTRONIX INC

CIK 0001167212Passive holderAccession 0000919574-26-004258
Reports
% owned
7.1%
Pos.
3,150,000
13D/A
22NW Fund, LPActivistAmendment

Amendment to 13D — 6.7% in Lifecore Biomedical, Inc.

CIK 0001640809Activist filerAccession 0001193125-26-294951
Reports
% owned
6.7%
Pos.
2,712,472
13G/A
EMINENCE CAPITAL, LPPassiveAmendment

Amendment to 13G — 0.0% in Camping World Holdings, Inc.

CIK 0001107310Passive holderAccession 0000902664-26-002997
Reports
% owned
Pos.
49