Caliber Wealth Management, LLC / KS

Position in BBDC — Barings BDC, Inc.

CIK 2067120 Overland Park, KS

Position in BBDC

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$663,749

-$453,943 QoQ

Shares Held

80,650

-33.8% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Caliber Wealth Management, LLC / KS holds $1,208,228 across 3 Asset Management names. BBDC ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBDC	Barings BDC, Inc. This page	80,650	$663,749
2	PSLV	Sprott Physical Silver Trust	16,100	$392,679
3	RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc.	12,000	$151,800

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$663,749	80,650	-33.8%	Shares	Sole	2026-04-23
2025-12-31	$1,117,692	121,753	-20.8%	Shares	Sole	2026-01-28
2025-09-30	$1,346,753	153,739	-27.0%	Shares	Sole	2025-11-05
2025-06-30	$1,924,810	210,592	-12.7%	Shares	Sole	2025-07-30
2025-03-31	$2,300,342	241,126	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.