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Caliber Wealth Management, LLC / KS: CPAG position timeline

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

Caliber Wealth Management, LLC / KS held 7,772 CPAG 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 7,772 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $797,703.

    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 7,772 shares
    Change vs previous 13F +2,893 shares

    0.09% of the 13F portfolio, value $794,429.

    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 4,879 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $498,668.

    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).