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Caliber Wealth Management, LLC / KS: BND position timeline

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

Caliber Wealth Management, LLC / KS held 15,332 BND 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 15,332 shares
    Change vs previous 13F -3,672 shares

    0.11% of the 13F portfolio, value $1,125,534.

    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 19,004 shares
    Change vs previous 13F -24,240 shares

    0.15% of the 13F portfolio, value $1,399,469.

    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 43,244 shares
    Change vs previous 13F -41,026 shares

    0.34% of the 13F portfolio, value $3,203,056.

    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 84,270 shares
    Change vs previous 13F -42,374 shares

    0.7% of the 13F portfolio, value $6,267,174.

    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 126,644 shares
    Change vs previous 13F -7,442 shares

    1% of the 13F portfolio, value $9,324,825.

    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 134,086 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $9,848,602.

    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).