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Caliber Wealth Management, LLC / KS: AGG position timeline

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

Caliber Wealth Management, LLC / KS held 308,699 AGG 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 308,699 shares
    Change vs previous 13F +4,377 shares

    2.95% of the 13F portfolio, value $30,554,980.

    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 304,322 shares
    Change vs previous 13F +34,027 shares

    3.31% of the 13F portfolio, value $30,210,042.

    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 270,295 shares
    Change vs previous 13F +5,192 shares

    2.91% of the 13F portfolio, value $26,997,063.

    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 265,103 shares
    Change vs previous 13F +13,021 shares

    2.96% of the 13F portfolio, value $26,576,582.

    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 252,082 shares
    Change vs previous 13F +147,154 shares

    2.69% of the 13F portfolio, value $25,006,572.

    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 104,928 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $10,379,478.

    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).