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Caliber Wealth Management, LLC / KS: AVGO position timeline

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

Caliber Wealth Management, LLC / KS held 23,527 AVGO 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 23,527 shares
    Change vs previous 13F +4,116 shares

    0.86% of the 13F portfolio, value $8,887,286.

    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 19,411 shares
    Change vs previous 13F +702 shares

    0.66% of the 13F portfolio, value $6,007,982.

    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 18,709 shares
    Change vs previous 13F -5,839 shares

    0.7% of the 13F portfolio, value $6,475,085.

    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 24,548 shares
    Change vs previous 13F -5,250 shares

    0.9% of the 13F portfolio, value $8,098,552.

    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 29,798 shares
    Change vs previous 13F +19 shares

    0.88% of the 13F portfolio, value $8,213,921.

    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 29,779 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,985,880.

    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).