Caliber Wealth Management, LLC / KS

Position in BBDC — Barings BDC, Inc.

CIK 2067120 Overland Park, KS

Position in BBDC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$602,236

-$61,513 QoQ

Shares Held

70,685

-12.4% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#56

of 201 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $1,069,603 across 3 Asset Management names. BBDC ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBDC	Barings BDC, Inc. This page	70,685	$602,236
2	PSLV	Sprott Physical Silver Trust	16,100	$303,807
3	RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc.	12,000	$163,560

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,236	70,685	-12.4%	Shares	Sole	2026-07-22
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.