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Caliber Wealth Management, LLC / KS: DFIV position timeline

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

Caliber Wealth Management, LLC / KS held 190,541 DFIV 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 190,541 shares
    Change vs previous 13F -3,387 shares

    0.99% of the 13F portfolio, value $10,293,025.

    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 193,928 shares
    Change vs previous 13F -2,938 shares

    1.12% of the 13F portfolio, value $10,235,520.

    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 196,866 shares
    Change vs previous 13F -2,564 shares

    1.06% of the 13F portfolio, value $9,823,613.

    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 199,430 shares
    Change vs previous 13F -3,999 shares

    1.03% of the 13F portfolio, value $9,197,712.

    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 203,429 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $8,712,864.

    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).