CALIBER WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Orem, UT
CIK
0001800453
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 56 148,686 13F-HR 10/16/2023 000195175723000578 CALIBER WEALTH MANAGEMENT, LLC
Q2 2023 55 149,262 13F-HR 7/27/2023 000195175723000438 CALIBER WEALTH MANAGEMENT, LLC
Q1 2023 60 133,567 13F-HR 4/10/2023 000195175723000136 CALIBER WEALTH MANAGEMENT, LLC
Q4 2022 85 130,836 13F-HR 1/24/2023 000195175723000043 CALIBER WEALTH MANAGEMENT, LLC
Q3 2022 65 126,664 13F-HR 10/17/2022 000180045322000006 CALIBER WEALTH MANAGEMENT, LLC
Q2 2022 64 128,517 13F-HR 7/11/2022 000180045322000005 CALIBER WEALTH MANAGEMENT, LLC
Q1 2022 61 156,693 13F-HR 4/14/2022 000180045322000004 CALIBER WEALTH MANAGEMENT, LLC
Q4 2021 66 144,746 13F-HR 1/19/2022 000180045322000003 CALIBER WEALTH MANAGEMENT, LLC
Q3 2021 70 141,904 13F-HR 10/25/2021 000180045321000006 CALIBER WEALTH MANAGEMENT, LLC
Q2 2021 73 141,209 13F-HR 7/22/2021 000180045321000004 CALIBER WEALTH MANAGEMENT, LLC
Q1 2021 72 137,719 13F-HR 4/26/2021 000180045321000003 CALIBER WEALTH MANAGEMENT, LLC
Q4 2020 71 101,980 13F-HR 1/19/2021 000175932021000002 CALIBER WEALTH MANAGEMENT, LLC