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Caliber Wealth Management, LLC / KS: EFV position timeline

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

Caliber Wealth Management, LLC / KS held 15,028 EFV 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 15,028 shares
    Change vs previous 13F -3,715 shares

    0.11% of the 13F portfolio, value $1,150,377.

    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 18,743 shares
    Change vs previous 13F -4,554 shares

    0.15% of the 13F portfolio, value $1,393,529.

    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 23,297 shares
    Change vs previous 13F +1,418 shares

    0.18% of the 13F portfolio, value $1,663,644.

    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 21,879 shares
    Change vs previous 13F -1,135 shares

    0.17% of the 13F portfolio, value $1,484,045.

    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 23,014 shares
    Change vs previous 13F +6,944 shares

    0.16% of the 13F portfolio, value $1,460,941.

    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 16,070 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $947,166.

    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).