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Caliber Wealth Management, LLC / KS: SLV position timeline

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

Caliber Wealth Management, LLC / KS held 222,828 SLV 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 222,828 shares
    Change vs previous 13F -3,384 shares

    1.15% of the 13F portfolio, value $11,914,613.

    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 226,212 shares
    Change vs previous 13F -99,505 shares

    1.69% of the 13F portfolio, value $15,414,086.

    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 325,717 shares
    Change vs previous 13F -14,007 shares

    2.26% of the 13F portfolio, value $20,982,689.

    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 339,724 shares
    Change vs previous 13F -7,061 shares

    1.6% of the 13F portfolio, value $14,394,106.

    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 346,785 shares
    Change vs previous 13F -30,565 shares

    1.22% of the 13F portfolio, value $11,378,016.

    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 377,350 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $11,694,077.

    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).