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Caliber Wealth Management, LLC / KS: XLK position timeline

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

Caliber Wealth Management, LLC / KS held 78,689 XLK 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 78,689 shares
    Change vs previous 13F -1,959 shares

    1.45% of the 13F portfolio, value $14,991,795.

    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 80,648 shares
    Change vs previous 13F -1,583 shares

    1.17% of the 13F portfolio, value $10,718,156.

    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 82,231 shares
    Change vs previous 13F +38,351 shares

    1.27% of the 13F portfolio, value $11,838,819.

    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 43,880 shares
    Change vs previous 13F -2,543 shares

    1.38% of the 13F portfolio, value $12,367,877.

    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 46,423 shares
    Change vs previous 13F -1,430 shares

    1.26% of the 13F portfolio, value $11,755,808.

    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 47,853 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $9,880,763.

    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).