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Caliber Wealth Management, LLC / KS: VOO position timeline

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

Caliber Wealth Management, LLC / KS held 34,333 VOO 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 34,333 shares
    Change vs previous 13F -856 shares

    2.28% of the 13F portfolio, value $23,580,495.

    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 35,189 shares
    Change vs previous 13F -1,690 shares

    2.3% of the 13F portfolio, value $21,027,043.

    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 36,879 shares
    Change vs previous 13F +268 shares

    2.49% of the 13F portfolio, value $23,128,161.

    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 36,611 shares
    Change vs previous 13F +1,177 shares

    2.5% of the 13F portfolio, value $22,419,593.

    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 35,434 shares
    Change vs previous 13F +4,732 shares

    2.16% of the 13F portfolio, value $20,127,699.

    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 30,702 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $15,778,177.

    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).