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Caliber Wealth Management, LLC / KS: VUG position timeline

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

Caliber Wealth Management, LLC / KS held 63,731 VUG 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 63,731 shares
    Change vs previous 13F +53,629 shares

    0.53% of the 13F portfolio, value $5,489,759.

    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 10,102 shares
    Change vs previous 13F -185 shares

    0.48% of the 13F portfolio, value $4,412,324.

    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 10,287 shares
    Change vs previous 13F +262 shares

    0.54% of the 13F portfolio, value $5,018,673.

    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 10,025 shares
    Change vs previous 13F -985 shares

    0.54% of the 13F portfolio, value $4,808,032.

    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 11,010 shares
    Change vs previous 13F +332 shares

    0.52% of the 13F portfolio, value $4,826,891.

    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 10,678 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,959,526.

    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).