Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: CRM position timeline

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

Caliber Wealth Management, LLC / KS held 12,008 CRM 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 12,008 shares
    Change vs previous 13F +1,855 shares

    0.18% of the 13F portfolio, value $1,881,219.

    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 10,153 shares
    Change vs previous 13F +2,040 shares

    0.21% of the 13F portfolio, value $1,895,218.

    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 8,113 shares
    Change vs previous 13F +143 shares

    0.23% of the 13F portfolio, value $2,149,245.

    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 7,970 shares
    Change vs previous 13F +1,272 shares

    0.21% of the 13F portfolio, value $1,888,920.

    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 6,698 shares
    Change vs previous 13F -313 shares

    0.2% of the 13F portfolio, value $1,826,520.

    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 7,011 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,881,512.

    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).