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Caliber Wealth Management, LLC / KS: SPY position timeline

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

Caliber Wealth Management, LLC / KS held 10,732 SPY 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 10,732 shares
    Change vs previous 13F -530 shares

    0.77% of the 13F portfolio, value $8,014,180.

    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 11,262 shares
    Change vs previous 13F -1,983 shares

    0.8% of the 13F portfolio, value $7,324,378.

    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 13,245 shares
    Change vs previous 13F -1,275 shares

    0.97% of the 13F portfolio, value $9,032,041.

    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 14,520 shares
    Change vs previous 13F -3,465 shares

    1.08% of the 13F portfolio, value $9,673,019.

    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 17,985 shares
    Change vs previous 13F -2,363 shares

    1.19% of the 13F portfolio, value $11,112,309.

    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 20,348 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $11,382,191.

    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).