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Caliber Wealth Management, LLC / KS: SGOV position timeline

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

Caliber Wealth Management, LLC / KS held 68,509 SGOV 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 68,509 shares
    Change vs previous 13F +6,964 shares

    0.67% of the 13F portfolio, value $6,896,758.

    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 61,545 shares
    Change vs previous 13F +618 shares

    0.68% of the 13F portfolio, value $6,195,072.

    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 60,927 shares
    Change vs previous 13F +24,545 shares

    0.66% of the 13F portfolio, value $6,115,836.

    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 36,382 shares
    Change vs previous 13F -7,034 shares

    0.41% of the 13F portfolio, value $3,663,655.

    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 43,416 shares
    Change vs previous 13F +3,016 shares

    0.47% of the 13F portfolio, value $4,371,529.

    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 40,400 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,067,063.

    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).