Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
BILL holding history
BILL Holdings, Inc. in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BILL overviewAll 13F holders of BILLFull Q1 2024 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −6,421−100.0% | Sold out | Holders |
| Q4 2022 | 6,421 | $699.6K | 0.5% | −9,458−59.6% | Reduced | Holders |
| Q3 2022 | 15,879 | $2.10M | 1.7% | −895−5.3% | Reduced | Holders |
| Q2 2022 | 16,774 | $1.84M | 1.4% | +14,813+755.4% | Added | Holders |
| Q1 2022 | 1,961 | $445.0K | 0.3% | −77−3.8% | Reduced | Holders |
| Q4 2021 | 2,038 | $369.0K | 0.3% | −600−22.7% | Reduced | Holders |
| Q3 2021 | 2,638 | $781.0K | 0.6% | +2,638 | New | Holders |