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Caliber Wealth Management, LLC / KS: IWM position timeline

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

Caliber Wealth Management, LLC / KS held 5,799 IWM 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 5,799 shares
    Change vs previous 13F -199 shares

    0.17% of the 13F portfolio, value $1,742,309.

    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 5,998 shares
    Change vs previous 13F -447 shares

    0.16% of the 13F portfolio, value $1,487,581.

    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 6,445 shares
    Change vs previous 13F -1,045 shares

    0.17% of the 13F portfolio, value $1,586,579.

    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 7,490 shares
    Change vs previous 13F -1,107 shares

    0.2% of the 13F portfolio, value $1,812,312.

    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 8,597 shares
    Change vs previous 13F -2,954 shares

    0.2% of the 13F portfolio, value $1,855,048.

    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 11,551 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,304,347.

    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).