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Caliber Wealth Management, LLC / KS: IUSB position timeline

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

Caliber Wealth Management, LLC / KS held 30,336 IUSB 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 30,336 shares
    Change vs previous 13F +11,541 shares

    0.14% of the 13F portfolio, value $1,400,006.

    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 18,795 shares
    Change vs previous 13F -1,964 shares

    0.09% of the 13F portfolio, value $868,157.

    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 20,759 shares
    Change vs previous 13F -436 shares

    0.1% of the 13F portfolio, value $966,143.

    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 21,195 shares
    Change vs previous 13F -1,063 shares

    0.11% of the 13F portfolio, value $989,999.

    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 22,258 shares
    Change vs previous 13F +4,632 shares

    0.11% of the 13F portfolio, value $1,028,965.

    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 17,626 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $812,228.

    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).