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Caliber Wealth Management, LLC / KS: ADI position timeline

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

Caliber Wealth Management, LLC / KS held 12,047 ADI 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 12,047 shares
    Change vs previous 13F +46 shares

    0.46% of the 13F portfolio, value $4,784,704.

    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 12,001 shares
    Change vs previous 13F +99 shares

    0.42% of the 13F portfolio, value $3,818,003.

    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 11,902 shares
    Change vs previous 13F -1,658 shares

    0.35% of the 13F portfolio, value $3,227,926.

    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 13,560 shares
    Change vs previous 13F -665 shares

    0.37% of the 13F portfolio, value $3,331,640.

    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 14,225 shares
    Change vs previous 13F +1,557 shares

    0.36% of the 13F portfolio, value $3,385,761.

    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 12,668 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,554,755.

    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).