Caliber Wealth Management, LLC / KSETFConcentrated trader

CIK: 0002067120 | Overland Park, KS

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	353	$1.0B	2026-11-04	SEC ↗
Q2 2026	13F-HR	340	$1.0B	2026-07-22	SEC ↗
Q1 2026	13F-HR	270	$913.9M	2026-04-23	SEC ↗
Q4 2025	13F-HR	260	$929.3M	2026-01-28	SEC ↗
Q3 2025	13F-HR	250	$897.0M	2025-11-05	SEC ↗
Q2 2025	13F-HR	282	$930.2M	2025-07-30	SEC ↗
Q1 2025	13F-HR	254	$732.8M	2025-05-07	SEC ↗