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Caliber Wealth Management, LLC / KS: PULS position timeline

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

Caliber Wealth Management, LLC / KS held 378,362 PULS 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 378,362 shares
    Change vs previous 13F +73,905 shares

    1.81% of the 13F portfolio, value $18,747,824.

    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 304,457 shares
    Change vs previous 13F +70,398 shares

    1.65% of the 13F portfolio, value $15,070,600.

    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 234,059 shares
    Change vs previous 13F +46,533 shares

    1.25% of the 13F portfolio, value $11,606,972.

    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 187,526 shares
    Change vs previous 13F +37,246 shares

    1.04% of the 13F portfolio, value $9,344,418.

    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 150,280 shares
    Change vs previous 13F +23,107 shares

    0.8% of the 13F portfolio, value $7,477,939.

    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 127,173 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,324,316.

    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).