Caliber Wealth Management, LLC / KS: DLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caliber Wealth Management, LLC / KS on DLN, newest first. How the timeline and the estimate are built.
Caliber Wealth Management, LLC / KS held 13,553 DLN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 13,553 sharesChange vs previous 13F -3,010 shares
0.13% of the 13F portfolio, value $1,305,461.
13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,563 sharesChange vs previous 13F -20,405 shares
0.16% of the 13F portfolio, value $1,479,562.
13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,968 sharesChange vs previous 13F -46,100 shares
0.35% of the 13F portfolio, value $3,256,104.
13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,068 sharesChange vs previous 13F -43,672 shares
0.81% of the 13F portfolio, value $7,229,394.
13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 126,740 sharesChange vs previous 13F -7,557 shares
1.12% of the 13F portfolio, value $10,410,442.
13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 134,297 sharesChange vs previous 13F not available
1.45% of the 13F portfolio, value $10,659,139.
13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).