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Caliber Wealth Management, LLC / KS: IVV position timeline

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

Caliber Wealth Management, LLC / KS held 217,143 IVV 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 217,143 shares
    Change vs previous 13F -1,282 shares

    15.7% of the 13F portfolio, value $162,616,262.

    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 218,425 shares
    Change vs previous 13F +23,895 shares

    15.61% of the 13F portfolio, value $142,677,337.

    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 194,530 shares
    Change vs previous 13F +17,584 shares

    14.34% of the 13F portfolio, value $133,241,535.

    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 176,946 shares
    Change vs previous 13F +22,282 shares

    13.2% of the 13F portfolio, value $118,429,667.

    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 154,664 shares
    Change vs previous 13F +22,496 shares

    10.32% of the 13F portfolio, value $96,030,899.

    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 132,168 shares
    Change vs previous 13F not available

    10.13% of the 13F portfolio, value $74,265,154.

    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).