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Caliber Wealth Management, LLC / KS: SYF position timeline

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

Caliber Wealth Management, LLC / KS held 4,728 SYF 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 4,728 shares
    Change vs previous 13F +1,438 shares

    0.03% of the 13F portfolio, value $359,564.

    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 3,290 shares
    Change vs previous 13F +455 shares

    0.02% of the 13F portfolio, value $223,786.

    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 2,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $236,524.

    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).