Caliber Wealth Management, LLC / KS
Position in CDNS — Cadence Design Systems Inc
CIK 2067120
Overland Park, KS
Position in CDNS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,964,800
+$289,800 QoQ
Shares Held
5,235
-13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#625
of 1,494 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Caliber Wealth Management, LLC / KS holds $4,111,668 across 3 Software - Application names. CDNS ranks #1 (47.8% of the industry book) .
All Filings in CDNS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,800 | 5,235 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,675,000 | 6,028 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,544,145 | 4,940 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,683,940 | 4,794 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,536,127 | 4,985 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $617,004 | 2,426 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||