Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: APD position timeline

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

Caliber Wealth Management, LLC / KS held 13,175 APD 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 13,175 shares
    Change vs previous 13F -357 shares

    0.37% of the 13F portfolio, value $3,862,531.

    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 13,532 shares
    Change vs previous 13F +142 shares

    0.43% of the 13F portfolio, value $3,930,864.

    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 13,390 shares
    Change vs previous 13F +1,667 shares

    0.36% of the 13F portfolio, value $3,307,634.

    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 11,723 shares
    Change vs previous 13F -268 shares

    0.36% of the 13F portfolio, value $3,197,098.

    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 11,991 shares
    Change vs previous 13F +14 shares

    0.36% of the 13F portfolio, value $3,382,058.

    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 11,977 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,532,215.

    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).