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Caliber Wealth Management, LLC / KS: VTEB position timeline

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

Caliber Wealth Management, LLC / KS held 104,321 VTEB 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 104,321 shares
    Change vs previous 13F -11,169 shares

    0.51% of the 13F portfolio, value $5,276,561.

    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 115,490 shares
    Change vs previous 13F -8,963 shares

    0.63% of the 13F portfolio, value $5,761,796.

    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 124,453 shares
    Change vs previous 13F -2,699 shares

    0.67% of the 13F portfolio, value $6,258,735.

    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 127,152 shares
    Change vs previous 13F +4,322 shares

    0.71% of the 13F portfolio, value $6,366,489.

    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 122,830 shares
    Change vs previous 13F -8,453 shares

    0.65% of the 13F portfolio, value $6,022,332.

    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 131,283 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,514,256.

    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).