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Caliber Wealth Management, LLC / KS: VTI position timeline

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

Caliber Wealth Management, LLC / KS held 77,814 VTI 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 77,814 shares
    Change vs previous 13F -1,968 shares

    2.78% of the 13F portfolio, value $28,794,471.

    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 79,782 shares
    Change vs previous 13F -8,543 shares

    2.8% of the 13F portfolio, value $25,594,759.

    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 88,325 shares
    Change vs previous 13F -9,989 shares

    3.19% of the 13F portfolio, value $29,612,882.

    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 98,314 shares
    Change vs previous 13F -22,005 shares

    3.6% of the 13F portfolio, value $32,263,715.

    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 120,319 shares
    Change vs previous 13F -12,410 shares

    3.93% of the 13F portfolio, value $36,568,656.

    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 132,729 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $36,479,331.

    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).