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Caliber Wealth Management, LLC / KS: IEFA position timeline

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

Caliber Wealth Management, LLC / KS held 210,043 IEFA 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 210,043 shares
    Change vs previous 13F +5,976 shares

    1.96% of the 13F portfolio, value $20,285,921.

    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 204,067 shares
    Change vs previous 13F -4,174 shares

    2.02% of the 13F portfolio, value $18,474,180.

    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 208,241 shares
    Change vs previous 13F +17,125 shares

    2% of the 13F portfolio, value $18,629,284.

    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 191,116 shares
    Change vs previous 13F +12,491 shares

    1.86% of the 13F portfolio, value $16,686,315.

    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 178,625 shares
    Change vs previous 13F +11,109 shares

    1.6% of the 13F portfolio, value $14,911,627.

    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 167,516 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $12,672,610.

    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).