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Caliber Wealth Management, LLC / KS: IJR position timeline

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

Caliber Wealth Management, LLC / KS held 149,234 IJR 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 149,234 shares
    Change vs previous 13F -2,097 shares

    2.14% of the 13F portfolio, value $22,132,826.

    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 151,331 shares
    Change vs previous 13F -1,801 shares

    2.06% of the 13F portfolio, value $18,811,901.

    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 153,132 shares
    Change vs previous 13F -3,118 shares

    1.98% of the 13F portfolio, value $18,403,409.

    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 156,250 shares
    Change vs previous 13F -3,270 shares

    2.07% of the 13F portfolio, value $18,567,166.

    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 159,520 shares
    Change vs previous 13F +112,002 shares

    1.87% of the 13F portfolio, value $17,433,930.

    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 47,518 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,968,978.

    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).