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Caliber Wealth Management, LLC / KS: FVD position timeline

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

Caliber Wealth Management, LLC / KS held 17,513 FVD 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 17,513 shares
    Change vs previous 13F -3,689 shares

    0.08% of the 13F portfolio, value $843,778.

    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 21,202 shares
    Change vs previous 13F -28,162 shares

    0.11% of the 13F portfolio, value $997,151.

    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 49,364 shares
    Change vs previous 13F -51,128 shares

    0.24% of the 13F portfolio, value $2,274,695.

    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 100,492 shares
    Change vs previous 13F -48,293 shares

    0.52% of the 13F portfolio, value $4,646,757.

    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 148,785 shares
    Change vs previous 13F -7,981 shares

    0.71% of the 13F portfolio, value $6,650,668.

    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 156,766 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $6,990,185.

    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).