Caliber Wealth Management, LLC / KS: CAT position timeline

Caliber Wealth Management, LLC / KS held 1,450 CAT 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 1,450 shares

   Change vs previous 13F +79 shares

   0.15% of the 13F portfolio, value $1,544,105.

   13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,371 shares

   Change vs previous 13F -3 shares

   0.11% of the 13F portfolio, value $971,299.

   13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,374 shares

   Change vs previous 13F +814 shares

   0.08% of the 13F portfolio, value $787,123.

   13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 560 shares

   Change vs previous 13F -231 shares

   0.03% of the 13F portfolio, value $267,204.

   13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 791 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $307,074.

   13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).