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Caliber Wealth Management, LLC / KS: DVN position timeline

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

Caliber Wealth Management, LLC / KS held 88,925 DVN 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 88,925 shares
    Change vs previous 13F +3,102 shares

    0.35% of the 13F portfolio, value $3,674,396.

    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 85,823 shares
    Change vs previous 13F +708 shares

    0.47% of the 13F portfolio, value $4,318,622.

    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 85,115 shares
    Change vs previous 13F -101 shares

    0.34% of the 13F portfolio, value $3,117,767.

    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 85,216 shares
    Change vs previous 13F +992 shares

    0.33% of the 13F portfolio, value $2,987,674.

    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 84,224 shares
    Change vs previous 13F +6,833 shares

    0.29% of the 13F portfolio, value $2,679,150.

    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 77,391 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,894,412.

    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).