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Caliber Wealth Management, LLC / KS: IWD position timeline

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

Caliber Wealth Management, LLC / KS held 16,169 IWD 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 16,169 shares
    Change vs previous 13F -338 shares

    0.38% of the 13F portfolio, value $3,919,851.

    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 16,507 shares
    Change vs previous 13F -479 shares

    0.39% of the 13F portfolio, value $3,527,051.

    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 16,986 shares
    Change vs previous 13F +652 shares

    0.38% of the 13F portfolio, value $3,572,835.

    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 16,334 shares
    Change vs previous 13F -1,091 shares

    0.37% of the 13F portfolio, value $3,325,439.

    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 17,425 shares
    Change vs previous 13F +363 shares

    0.36% of the 13F portfolio, value $3,384,458.

    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 17,062 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,210,386.

    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).