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Caliber Wealth Management, LLC / KS: IJH position timeline

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

Caliber Wealth Management, LLC / KS held 455,491 IJH 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 455,491 shares
    Change vs previous 13F +18,178 shares

    3.39% of the 13F portfolio, value $35,122,900.

    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 437,313 shares
    Change vs previous 13F +29,378 shares

    3.23% of the 13F portfolio, value $29,531,733.

    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 407,935 shares
    Change vs previous 13F +32,405 shares

    2.9% of the 13F portfolio, value $26,923,707.

    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 375,530 shares
    Change vs previous 13F +42,723 shares

    2.73% of the 13F portfolio, value $24,507,070.

    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 332,807 shares
    Change vs previous 13F +35,832 shares

    2.22% of the 13F portfolio, value $20,640,710.

    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 296,975 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $17,328,482.

    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).