Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: MUB position timeline

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

Caliber Wealth Management, LLC / KS held 26,355 MUB 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 26,355 shares
    Change vs previous 13F -5,037 shares

    0.27% of the 13F portfolio, value $2,836,291.

    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 31,392 shares
    Change vs previous 13F -30,040 shares

    0.36% of the 13F portfolio, value $3,332,313.

    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 61,432 shares
    Change vs previous 13F -4,424 shares

    0.71% of the 13F portfolio, value $6,580,019.

    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 65,856 shares
    Change vs previous 13F -2,784 shares

    0.78% of the 13F portfolio, value $7,013,040.

    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 68,640 shares
    Change vs previous 13F +1,316 shares

    0.77% of the 13F portfolio, value $7,171,509.

    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 67,324 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $7,098,600.

    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).