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Caliber Wealth Management, LLC / KS: SDY position timeline

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

Caliber Wealth Management, LLC / KS held 3,195 SDY 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 3,195 shares
    Change vs previous 13F -53 shares

    0.05% of the 13F portfolio, value $486,215.

    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 3,248 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $474,013.

    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 3,263 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $454,079.

    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 3,323 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $465,386.

    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 3,411 shares
    Change vs previous 13F +1,364 shares

    0.05% of the 13F portfolio, value $462,975.

    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 2,047 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $277,698.

    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).