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Caliber Wealth Management, LLC / KS: FIS position timeline

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

Caliber Wealth Management, LLC / KS held 52,227 FIS 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 52,227 shares
    Change vs previous 13F +7,673 shares

    0.2% of the 13F portfolio, value $2,030,572.

    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 44,554 shares
    Change vs previous 13F +2,999 shares

    0.23% of the 13F portfolio, value $2,090,022.

    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 41,555 shares
    Change vs previous 13F +4,151 shares

    0.3% of the 13F portfolio, value $2,761,713.

    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 37,404 shares
    Change vs previous 13F +63 shares

    0.27% of the 13F portfolio, value $2,466,404.

    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 37,341 shares
    Change vs previous 13F +2,034 shares

    0.33% of the 13F portfolio, value $3,039,899.

    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 35,307 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,636,716.

    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).