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Caliber Wealth Management, LLC / KS: ITOT position timeline

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

Caliber Wealth Management, LLC / KS held 10,716 ITOT 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 10,716 shares
    Change vs previous 13F +129 shares

    0.17% of the 13F portfolio, value $1,760,289.

    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 10,587 shares
    Change vs previous 13F -1,018 shares

    0.16% of the 13F portfolio, value $1,507,887.

    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 11,605 shares
    Change vs previous 13F -389 shares

    0.19% of the 13F portfolio, value $1,725,548.

    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 11,994 shares
    Change vs previous 13F -1,814 shares

    0.19% of the 13F portfolio, value $1,746,911.

    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 13,808 shares
    Change vs previous 13F -47 shares

    0.2% of the 13F portfolio, value $1,864,604.

    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 13,855 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,690,444.

    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).