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Disclosery

Caliber Wealth Management, LLC / KS: FISV position timeline

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

Caliber Wealth Management, LLC / KS held 0 FISV 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 0 shares
    Change vs previous 13F -4,244 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,244 shares
    Change vs previous 13F -8,619 shares

    0.03% of the 13F portfolio, value $236,815.

    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 12,863 shares
    Change vs previous 13F +1,839 shares

    0.09% of the 13F portfolio, value $864,008.

    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 11,024 shares
    Change vs previous 13F +661 shares

    0.16% of the 13F portfolio, value $1,421,324.

    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 10,363 shares
    Change vs previous 13F +750 shares

    0.19% of the 13F portfolio, value $1,786,685.

    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 9,613 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,122,839.

    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).