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Caliber Wealth Management, LLC / KS: IUSG position timeline

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

Caliber Wealth Management, LLC / KS held 18,869 IUSG 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 18,869 shares
    Change vs previous 13F -201 shares

    0.34% of the 13F portfolio, value $3,549,087.

    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 19,070 shares
    Change vs previous 13F -961 shares

    0.32% of the 13F portfolio, value $2,957,888.

    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 20,031 shares
    Change vs previous 13F -628 shares

    0.36% of the 13F portfolio, value $3,363,933.

    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 20,659 shares
    Change vs previous 13F -1,306 shares

    0.38% of the 13F portfolio, value $3,399,193.

    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 21,965 shares
    Change vs previous 13F -1,117 shares

    0.36% of the 13F portfolio, value $3,303,505.

    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 23,082 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,933,218.

    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).