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Caliber Wealth Management, LLC / KS: VLUE position timeline

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

Caliber Wealth Management, LLC / KS held 15,078 VLUE 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 15,078 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $3,012,647.

    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 15,077 shares
    Change vs previous 13F -97 shares

    0.23% of the 13F portfolio, value $2,143,822.

    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 15,174 shares
    Change vs previous 13F -96 shares

    0.22% of the 13F portfolio, value $2,074,697.

    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 15,270 shares
    Change vs previous 13F -134 shares

    0.21% of the 13F portfolio, value $1,909,515.

    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 15,404 shares
    Change vs previous 13F -44 shares

    0.19% of the 13F portfolio, value $1,743,852.

    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 15,448 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,647,578.

    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).