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Caliber Wealth Management, LLC / KS: IQV position timeline

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

Caliber Wealth Management, LLC / KS held 10,102 IQV 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 10,102 shares
    Change vs previous 13F -848 shares

    0.19% of the 13F portfolio, value $1,951,908.

    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 10,950 shares
    Change vs previous 13F +153 shares

    0.2% of the 13F portfolio, value $1,867,413.

    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 10,797 shares
    Change vs previous 13F +654 shares

    0.26% of the 13F portfolio, value $2,433,752.

    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 10,143 shares
    Change vs previous 13F -350 shares

    0.21% of the 13F portfolio, value $1,926,561.

    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 10,493 shares
    Change vs previous 13F +3,363 shares

    0.18% of the 13F portfolio, value $1,653,592.

    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 7,130 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,257,019.

    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).