Caliber Wealth Management, LLC
- SEC CIK
- 0002067120
- Latest filing
- Jul 22, 2026
FIS holding history
Fidelity National Information Services, 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.
FIS overviewAll 13F holders of FISFull Q2 2026 holdings
- Shares (Q2 2026)
- 52,227
- Value
- $2.03M
- % of portfolio
- 0.2%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 52,227 | $2.03M | 0.2% | +7,673+17.2% | Added | Holders |
| Q1 2026 | 44,554 | $2.09M | 0.2% | +2,999+7.2% | Added | Holders |
| Q4 2025 | 41,555 | $2.76M | 0.3% | +4,151+11.1% | Added | Holders |
| Q3 2025 | 37,404 | $2.47M | 0.3% | +63+0.2% | Added | Holders |
| Q2 2025 | 37,341 | $3.04M | 0.3% | +2,034+5.8% | Added | Holders |
| Q1 2025 | 35,307 | $2.64M | 0.4% | – | No prior filing | Holders |