Caliber Wealth Management, LLC

SEC CIK: 0001800453
Latest filing: Apr 25, 2024

SEC filings (opens in a new tab)

XYZ holding history

Block, 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.

XYZ overview All 13F holders of XYZ Full Q1 2024 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of XYZ by Caliber Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−8,301−100.0%	Sold out	Holders
Q3 2021	8,301	$2.09M	1.5%	−825−9.0%	Reduced	Holders
Q2 2021	9,126	$2.23M	1.6%	−49−0.5%	Reduced	Holders
Q1 2021	9,175	$2.08M	1.5%	–	–	Holders

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