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Caliber Wealth Management, LLC

SEC CIK
0001800453
Latest filing
Apr 25, 2024

MDB holding history

MongoDB, 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.

MDB overviewAll 13F holders of MDBFull Q1 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of MDB by Caliber Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−5,111−100.0%Sold outHolders
Q1 20225,111$2.27M1.4%+345+7.2%AddedHolders
Q4 20214,766$1.89M1.3%+210+4.6%AddedHolders
Q3 20214,556$2.30M1.6%−178−3.8%ReducedHolders
Q2 20214,734$1.71M1.2%−845−15.1%ReducedHolders
Q1 20215,579$1.49M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.