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Caliber Wealth Management, LLC / KS: VO position timeline

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

Caliber Wealth Management, LLC / KS held 103,856 VO 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 103,856 shares
    Change vs previous 13F +77,157 shares

    0.81% of the 13F portfolio, value $8,367,708.

    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 26,699 shares
    Change vs previous 13F -4,526 shares

    0.84% of the 13F portfolio, value $7,667,424.

    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 31,225 shares
    Change vs previous 13F -7,930 shares

    0.98% of the 13F portfolio, value $9,062,159.

    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 39,155 shares
    Change vs previous 13F -7,471 shares

    1.28% of the 13F portfolio, value $11,501,474.

    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 46,626 shares
    Change vs previous 13F -2,937 shares

    1.4% of the 13F portfolio, value $13,047,402.

    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 49,563 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $12,817,979.

    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).