Caliber Wealth Management, LLC / KS: HIMU position timeline

Caliber Wealth Management, LLC / KS held 6,292 HIMU 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 6,292 shares

   Change vs previous 13F -1,810 shares

   0.03% of the 13F portfolio, value $313,323.

   13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,102 shares

   Change vs previous 13F -791 shares

   0.04% of the 13F portfolio, value $388,754.

   13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,893 shares

   Change vs previous 13F +2,925 shares

   0.05% of the 13F portfolio, value $432,898.

   13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,968 shares

   Change vs previous 13F +1,714 shares

   0.03% of the 13F portfolio, value $293,584.

   13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,254 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $206,872.

   13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).