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Caliber Wealth Management, LLC / KS: SCI position timeline

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

Caliber Wealth Management, LLC / KS held 46,130 SCI 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 46,130 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,504,055.

    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 ยง4.2).