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Caliber Wealth Management, LLC / KS: USMV position timeline

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

Caliber Wealth Management, LLC / KS held 50,834 USMV 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 50,834 shares
    Change vs previous 13F -4 shares

    0.47% of the 13F portfolio, value $4,903,480.

    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 50,838 shares
    Change vs previous 13F -1,359 shares

    0.52% of the 13F portfolio, value $4,714,730.

    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 52,197 shares
    Change vs previous 13F +58 shares

    0.53% of the 13F portfolio, value $4,914,891.

    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 52,139 shares
    Change vs previous 13F -956 shares

    0.55% of the 13F portfolio, value $4,960,490.

    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 53,095 shares
    Change vs previous 13F +874 shares

    0.54% of the 13F portfolio, value $4,984,027.

    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 52,221 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,891,008.

    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).