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Caliber Wealth Management, LLC / KS: BBDC position timeline

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

Caliber Wealth Management, LLC / KS held 70,685 BBDC 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 70,685 shares
    Change vs previous 13F -9,965 shares

    0.06% of the 13F portfolio, value $602,237.

    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 80,650 shares
    Change vs previous 13F -41,103 shares

    0.07% of the 13F portfolio, value $663,750.

    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 121,753 shares
    Change vs previous 13F -31,986 shares

    0.12% of the 13F portfolio, value $1,117,692.

    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 153,739 shares
    Change vs previous 13F -56,853 shares

    0.15% of the 13F portfolio, value $1,346,751.

    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 210,592 shares
    Change vs previous 13F -30,534 shares

    0.21% of the 13F portfolio, value $1,924,814.

    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 241,126 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,300,345.

    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).