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Caliber Wealth Management, LLC / KS: AVEM position timeline

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

Caliber Wealth Management, LLC / KS held 221,589 AVEM 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 221,589 shares
    Change vs previous 13F +3,754 shares

    2.06% of the 13F portfolio, value $21,381,105.

    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 217,835 shares
    Change vs previous 13F -4,814 shares

    1.92% of the 13F portfolio, value $17,553,166.

    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 222,649 shares
    Change vs previous 13F +9,476 shares

    1.85% of the 13F portfolio, value $17,148,416.

    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 213,173 shares
    Change vs previous 13F +11,443 shares

    1.78% of the 13F portfolio, value $16,011,417.

    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 201,730 shares
    Change vs previous 13F +25,474 shares

    1.49% of the 13F portfolio, value $13,826,551.

    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 176,256 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $10,605,336.

    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).