Caliber Wealth Management, LLC / KS: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caliber Wealth Management, LLC / KS on VB, newest first. How the timeline and the estimate are built.
Caliber Wealth Management, LLC / KS held 1,176 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,176 sharesChange vs previous 13F +4 shares
0.03% of the 13F portfolio, value $356,374.
13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,172 sharesChange vs previous 13F -656 shares
0.03% of the 13F portfolio, value $306,962.
13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,828 sharesChange vs previous 13F -460 shares
0.05% of the 13F portfolio, value $471,465.
13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,288 sharesChange vs previous 13F -788 shares
0.06% of the 13F portfolio, value $581,788.
13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,076 sharesChange vs previous 13F -1,248 shares
0.08% of the 13F portfolio, value $728,868.
13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,324 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $958,833.
13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).