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Caliber Wealth Management, LLC / KS: VNQ position timeline

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

Caliber Wealth Management, LLC / KS held 5,693 VNQ 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 5,693 shares
    Change vs previous 13F -672 shares

    0.05% of the 13F portfolio, value $548,961.

    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 6,365 shares
    Change vs previous 13F -2,651 shares

    0.06% of the 13F portfolio, value $564,548.

    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 9,016 shares
    Change vs previous 13F -1,954 shares

    0.09% of the 13F portfolio, value $797,833.

    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 10,970 shares
    Change vs previous 13F -2,175 shares

    0.11% of the 13F portfolio, value $1,002,859.

    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 13,145 shares
    Change vs previous 13F -1,854 shares

    0.13% of the 13F portfolio, value $1,170,704.

    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 14,999 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,357,977.

    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).