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Caliber Wealth Management, LLC / KS: BIV position timeline

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

Caliber Wealth Management, LLC / KS held 32,793 BIV 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 32,793 shares
    Change vs previous 13F -1,243 shares

    0.24% of the 13F portfolio, value $2,515,213.

    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 34,036 shares
    Change vs previous 13F +387 shares

    0.29% of the 13F portfolio, value $2,626,875.

    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 33,649 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $2,620,553.

    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 33,641 shares
    Change vs previous 13F +558 shares

    0.29% of the 13F portfolio, value $2,627,045.

    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 33,083 shares
    Change vs previous 13F -274 shares

    0.28% of the 13F portfolio, value $2,558,675.

    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 33,357 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,554,145.

    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).