Caliber Wealth Management, LLC / KS

Position in MA — Mastercard Inc

CIK 2067120 Overland Park, KS

Position in MA

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

Position Value

$444,777

+$51,045 QoQ

Shares Held

866

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,668

of 3,563 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 $3,593,760 across 4 Credit Services names. MA ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,459	$2,559,108
2	MA	Mastercard Inc This page	866	$444,777
3	SYF	Synchrony Financial	4,728	$359,564
4	COF	Capital One Financial Corp	1,148	$230,311

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,777	866	+9.9%	Shares	Sole	2026-07-22
2026-03-31	$393,732	788	-3.1%	Shares	Sole	2026-04-23
2025-12-31	$464,125	813	-6.0%	Shares	Sole	2026-01-28
2025-09-30	$492,020	865	-14.1%	Shares	Sole	2025-11-05
2025-06-30	$565,873	1,007	+15.5%	Shares	Sole	2025-07-30
2025-03-31	$477,960	872	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.