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Caliber Wealth Management, LLC / KS: AVUV position timeline

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

Caliber Wealth Management, LLC / KS held 120,915 AVUV 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 120,915 shares
    Change vs previous 13F +3,879 shares

    1.46% of the 13F portfolio, value $15,085,340.

    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 117,036 shares
    Change vs previous 13F +4,500 shares

    1.41% of the 13F portfolio, value $12,928,954.

    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 112,536 shares
    Change vs previous 13F +7,148 shares

    1.23% of the 13F portfolio, value $11,476,427.

    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 105,388 shares
    Change vs previous 13F +8,540 shares

    1.17% of the 13F portfolio, value $10,489,301.

    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 96,848 shares
    Change vs previous 13F +10,768 shares

    0.95% of the 13F portfolio, value $8,822,824.

    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 86,080 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $7,503,582.

    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).