Skip to content
Disclosery

Caliber Wealth Management, LLC / KS: VZ position timeline

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

Caliber Wealth Management, LLC / KS held 83,758 VZ 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 83,758 shares
    Change vs previous 13F +2,611 shares

    0.34% of the 13F portfolio, value $3,546,315.

    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 81,147 shares
    Change vs previous 13F -1,939 shares

    0.45% of the 13F portfolio, value $4,073,583.

    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 83,086 shares
    Change vs previous 13F +9,058 shares

    0.36% of the 13F portfolio, value $3,384,080.

    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 74,028 shares
    Change vs previous 13F +1,587 shares

    0.36% of the 13F portfolio, value $3,253,534.

    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 72,441 shares
    Change vs previous 13F -2,406 shares

    0.34% of the 13F portfolio, value $3,134,532.

    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 74,847 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,395,075.

    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).