Skip to content

Caliber Wealth Management, LLC / KS: CMI position timeline

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

Caliber Wealth Management, LLC / KS held 5,677 CMI 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 5,677 shares
    Change vs previous 13F +192 shares

    0.39% of the 13F portfolio, value $4,048,815.

    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 5,485 shares
    Change vs previous 13F +97 shares

    0.32% of the 13F portfolio, value $2,951,074.

    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 5,388 shares
    Change vs previous 13F -1,538 shares

    0.3% of the 13F portfolio, value $2,750,095.

    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 6,926 shares
    Change vs previous 13F +16 shares

    0.33% of the 13F portfolio, value $2,925,494.

    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 6,910 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,263,038.

    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).