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Caliber Wealth Management, LLC / KS: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caliber Wealth Management, LLC / KS on AAPL, newest first. How the timeline and the estimate are built.

Caliber Wealth Management, LLC / KS held 26,719 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,719 shares
    Change vs previous 13F +1,187 shares

    0.75% of the 13F portfolio, value $7,731,423.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,532 shares
    Change vs previous 13F +1,024 shares

    0.71% of the 13F portfolio, value $6,479,816.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,508 shares
    Change vs previous 13F +1,250 shares

    0.72% of the 13F portfolio, value $6,662,741.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,258 shares
    Change vs previous 13F -40,052 shares

    0.66% of the 13F portfolio, value $5,922,080.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,310 shares
    Change vs previous 13F +4,241 shares

    1.4% of the 13F portfolio, value $12,989,296.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,069 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $13,121,105.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).