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Caliber Wealth Management, LLC / KS: HD position timeline

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

Caliber Wealth Management, LLC / KS held 16,257 HD 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 16,257 shares
    Change vs previous 13F +1,042 shares

    0.55% of the 13F portfolio, value $5,733,586.

    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 15,215 shares
    Change vs previous 13F +556 shares

    0.55% of the 13F portfolio, value $5,004,160.

    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 14,659 shares
    Change vs previous 13F +634 shares

    0.54% of the 13F portfolio, value $5,044,035.

    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 14,025 shares
    Change vs previous 13F -2,884 shares

    0.63% of the 13F portfolio, value $5,682,934.

    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 16,909 shares
    Change vs previous 13F +1,497 shares

    0.67% of the 13F portfolio, value $6,199,544.

    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 15,412 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $5,648,377.

    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).