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Caliber Wealth Management, LLC / KS: WMT position timeline

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

Caliber Wealth Management, LLC / KS held 91,586 WMT 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 91,586 shares
    Change vs previous 13F -860 shares

    1% of the 13F portfolio, value $10,373,067.

    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 92,446 shares
    Change vs previous 13F +214 shares

    1.26% of the 13F portfolio, value $11,489,184.

    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 92,232 shares
    Change vs previous 13F -1,355 shares

    1.11% of the 13F portfolio, value $10,275,522.

    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 93,587 shares
    Change vs previous 13F -16,590 shares

    1.08% of the 13F portfolio, value $9,645,097.

    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 110,177 shares
    Change vs previous 13F +4,368 shares

    1.16% of the 13F portfolio, value $10,773,115.

    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 105,809 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $9,288,994.

    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).