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Caliber Wealth Management, LLC / KS: CME position timeline

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

Caliber Wealth Management, LLC / KS held 13,385 CME 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 13,385 shares
    Change vs previous 13F +325 shares

    0.29% of the 13F portfolio, value $2,955,749.

    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 13,060 shares
    Change vs previous 13F +136 shares

    0.42% of the 13F portfolio, value $3,857,303.

    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 12,924 shares
    Change vs previous 13F +951 shares

    0.38% of the 13F portfolio, value $3,529,314.

    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 11,973 shares
    Change vs previous 13F -54 shares

    0.36% of the 13F portfolio, value $3,235,049.

    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 12,027 shares
    Change vs previous 13F -2,151 shares

    0.36% of the 13F portfolio, value $3,314,860.

    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 14,178 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,761,227.

    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).