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Caliber Wealth Management, LLC / KS: BNDX position timeline

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

Caliber Wealth Management, LLC / KS held 5,791 BNDX 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 5,791 shares
    Change vs previous 13F -1,339 shares

    0.03% of the 13F portfolio, value $280,467.

    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 7,130 shares
    Change vs previous 13F -4,678 shares

    0.04% of the 13F portfolio, value $342,610.

    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 11,808 shares
    Change vs previous 13F -4,705 shares

    0.06% of the 13F portfolio, value $570,585.

    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 16,513 shares
    Change vs previous 13F -5,867 shares

    0.09% of the 13F portfolio, value $816,746.

    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 22,380 shares
    Change vs previous 13F -4,367 shares

    0.12% of the 13F portfolio, value $1,108,048.

    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 26,747 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,305,788.

    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).