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Caliber Wealth Management, LLC / KS: MSFT position timeline

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

Caliber Wealth Management, LLC / KS held 21,075 MSFT 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 21,075 shares
    Change vs previous 13F +434 shares

    0.76% of the 13F portfolio, value $7,861,407.

    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 20,641 shares
    Change vs previous 13F +1,811 shares

    0.84% of the 13F portfolio, value $7,640,516.

    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 18,830 shares
    Change vs previous 13F -449 shares

    0.98% of the 13F portfolio, value $9,106,760.

    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 19,279 shares
    Change vs previous 13F -81,569 shares

    1.11% of the 13F portfolio, value $9,985,333.

    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 100,848 shares
    Change vs previous 13F +4,589 shares

    5.39% of the 13F portfolio, value $50,162,840.

    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 96,259 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $36,134,744.

    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).