Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: LLY position timeline

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

Caliber Wealth Management, LLC / KS held 2,017 LLY 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 2,017 shares
    Change vs previous 13F +1,343 shares

    0.23% of the 13F portfolio, value $2,418,935.

    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 674 shares
    Change vs previous 13F +84 shares

    0.07% of the 13F portfolio, value $619,925.

    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 590 shares
    Change vs previous 13F +96 shares

    0.07% of the 13F portfolio, value $634,061.

    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 494 shares
    Change vs previous 13F -382 shares

    0.04% of the 13F portfolio, value $376,922.

    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 876 shares
    Change vs previous 13F +169 shares

    0.07% of the 13F portfolio, value $682,868.

    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 707 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $583,918.

    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).