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Caliber Wealth Management, LLC / KS: IWF position timeline

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

Caliber Wealth Management, LLC / KS held 271,447 IWF 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 271,447 shares
    Change vs previous 13F +202,489 shares

    3.25% of the 13F portfolio, value $33,705,574.

    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 68,958 shares
    Change vs previous 13F -2,103 shares

    3.22% of the 13F portfolio, value $29,403,691.

    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 71,061 shares
    Change vs previous 13F -1,529 shares

    3.62% of the 13F portfolio, value $33,633,171.

    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 72,590 shares
    Change vs previous 13F -4,119 shares

    3.79% of the 13F portfolio, value $34,001,882.

    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 76,709 shares
    Change vs previous 13F +67,576 shares

    3.5% of the 13F portfolio, value $32,568,956.

    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 9,133 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,297,835.

    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).