Caliber Wealth Management, LLC / KS
Position in EL — Estee Lauder Companies Inc
CIK 2067120
Overland Park, KS
Position in EL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$206,375
-$29,389 QoQ
Shares Held
2,614
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#580
of 823 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Caliber Wealth Management, LLC / KS holds $918,907 across 3 Household & Personal Products names. EL ranks #3 (22.5% of the industry book) .
All Filings in EL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,375 | 2,614 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $235,764 | 3,285 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $417,518 | 3,987 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $363,759 | 4,128 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $369,094 | 4,568 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,117,380 | 16,930 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||