Caliber Wealth Management, LLC / KS
Position in CMG — Chipotle Mexican Grill Inc
CIK 2067120
Overland Park, KS
Position in CMG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,868,844
+$314,919 QoQ
Shares Held
54,966
+13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#427
of 1,187 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Caliber Wealth Management, LLC / KS holds $6,208,445 across 3 Restaurants names. CMG ranks #2 (30.1% of the industry book) .
All Filings in CMG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,868,844 | 54,966 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,553,925 | 48,545 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,283,012 | 34,676 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,193,609 | 30,457 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,732,676 | 30,858 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,330,715 | 26,503 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||