Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: DRI position timeline

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

Caliber Wealth Management, LLC / KS held 18,921 DRI 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 18,921 shares
    Change vs previous 13F +918 shares

    0.38% of the 13F portfolio, value $3,897,883.

    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 18,003 shares
    Change vs previous 13F +116 shares

    0.39% of the 13F portfolio, value $3,529,363.

    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 17,887 shares
    Change vs previous 13F +2,512 shares

    0.35% of the 13F portfolio, value $3,291,574.

    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 15,375 shares
    Change vs previous 13F -157 shares

    0.33% of the 13F portfolio, value $2,926,871.

    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 15,532 shares
    Change vs previous 13F -2,016 shares

    0.36% of the 13F portfolio, value $3,385,416.

    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 17,548 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,645,869.

    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).