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Caliber Wealth Management, LLC

CIK: 0001800453 | OREM, UT

Q4 2023 vs Q1 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2024
13F-HR60$188.0M2024-04-25SEC ↗
Q4 2023
13F-HR55$170.2M2024-04-23SEC ↗
Q3 2023
13F-HR56$148.7M2023-10-16SEC ↗
Q2 2023
13F-HR55$149.3M2023-07-27SEC ↗
Q1 2023
13F-HR60$133.6M2023-04-10SEC ↗
Q4 2022
13F-HR85$130.8M2023-01-24SEC ↗
Q3 2022
13F-HR65$8.7M2022-10-17SEC ↗
Q2 2022
13F-HR64$6.0M2022-07-12SEC ↗
Q1 2022
13F-HR61$8.7M2022-04-14SEC ↗
Q4 2021
13F-HR66$6.2M2022-01-20SEC ↗
Q3 2021
13F-HR70$141.9K2021-10-25SEC ↗
Q2 2021
13F-HR73$9.2M2021-07-22SEC ↗
Q1 2021
13F-HR72$9.4M2021-04-26SEC ↗
Q4 2020
13F-HR71$7.0M2021-01-19SEC ↗