Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: SPYM position timeline

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

Caliber Wealth Management, LLC / KS held 33,292 SPYM 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 33,292 shares
    Change vs previous 13F +14,344 shares

    0.28% of the 13F portfolio, value $2,925,663.

    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 18,948 shares
    Change vs previous 13F +5,153 shares

    0.16% of the 13F portfolio, value $1,450,247.

    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 13,795 shares
    Change vs previous 13F -940 shares

    0.12% of the 13F portfolio, value $1,106,647.

    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 14,735 shares
    Change vs previous 13F +1,982 shares

    0.13% of the 13F portfolio, value $1,154,344.

    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 12,753 shares
    Change vs previous 13F -7,903 shares

    0.1% of the 13F portfolio, value $927,000.

    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 20,656 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,358,338.

    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).