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Caliber Wealth Management, LLC / KS: QQQ position timeline

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

Caliber Wealth Management, LLC / KS held 24,823 QQQ 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 24,823 shares
    Change vs previous 13F -628 shares

    1.77% of the 13F portfolio, value $18,279,383.

    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 25,451 shares
    Change vs previous 13F -440 shares

    1.61% of the 13F portfolio, value $14,689,714.

    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 25,891 shares
    Change vs previous 13F -1,067 shares

    1.71% of the 13F portfolio, value $15,904,922.

    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 26,958 shares
    Change vs previous 13F -2,416 shares

    1.8% of the 13F portfolio, value $16,184,688.

    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 29,374 shares
    Change vs previous 13F -351 shares

    1.74% of the 13F portfolio, value $16,204,091.

    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 29,725 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $13,938,678.

    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).