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Caliber Wealth Management, LLC / KS: AVDV position timeline

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

Caliber Wealth Management, LLC / KS held 68,281 AVDV 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 68,281 shares
    Change vs previous 13F +2,039 shares

    0.68% of the 13F portfolio, value $7,036,319.

    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 66,242 shares
    Change vs previous 13F -3,120 shares

    0.72% of the 13F portfolio, value $6,614,895.

    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 69,362 shares
    Change vs previous 13F +4,054 shares

    0.7% of the 13F portfolio, value $6,517,928.

    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 65,308 shares
    Change vs previous 13F +6,342 shares

    0.65% of the 13F portfolio, value $5,814,372.

    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 58,966 shares
    Change vs previous 13F +7,089 shares

    0.5% of the 13F portfolio, value $4,674,828.

    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 51,877 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,617,881.

    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).