Public ownership evidence

CaliberCos Inc. Class A Common Stock (CWD) Ownership Disclosures

Read CWD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

CaliberCos Inc. Class A Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2025-12-31
Available
2026-09-01
Reported shares
40
Value (USD)
$50
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CWD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CWD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-0140$50None
XTX Topco Ltd2026-06-302026-08-1528,765$18,838None
HRT FINANCIAL LP2026-06-302026-08-1528,219$18,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,489$36,995None
ROYAL BANK OF CANADA2026-06-302026-08-151,048$1,000None
BARCLAYS PLC2026-06-302026-08-1561$40None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-1436,497$23,906None
UBS Group AG2026-06-302026-08-142,540$1,664None
UBS Group AG2026-06-302026-08-1413,329$8,730None
Virtu Financial LLC2026-06-302026-08-1419,306$13,000None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1435,759$23,422None
MORGAN STANLEY2026-06-302026-08-1438$25None
NORTHERN TRUST CORP2026-06-302026-08-1420,604$13,494None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1314,159$9,272None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1341,231$27,002None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131$1None
Tower Research Capital LLC (TRC)2026-06-302026-08-124,610$3,019None
DecisionPoint Financial, LLC2026-06-302026-08-06142$92None
Crewe Advisors LLC2026-06-302026-07-25121$80None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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