CalibercosCWD

13F holders, Q1 2024 (March 31)
15holders
2famous investors
$1.00avg. 13F price*

At the end of Q1 2024, 15 institutions reported holding Calibercos Inc. (CWD) in their 13F filings. The largest holders were Mariner, LLC ($340K), Capital Insight Partners, LLC ($81K) and Fortitude Family Office, LLC ($48K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Calibercos Inc.
CUSIP
13000T109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 15Q1 2024Q2 2024: 14Q2 2024Q3 2024: 15Q3 2024Q4 2024: 18Q4 2024Q1 2025: 19Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$82K
Exits1$960

Ownership 15 holders

Mariner, LLC 0.00% No change 340,153 $340K
Capital Insight Partners, LLC 0.02% Reduce -29.3% 80,637 $81K
Fortitude Family Office, LLC 0.03% No change 48,313 $48K
Citadel Advisors 0.00% New 28,304 $28K
1776 Wealth LLC 0.01% No change 25,000 $25K
Koshinski Asset Management, Inc. 0.00% New 25,000 $25K
Trajan Wealth LLC 0.00% — 22,057 $22K
Royal Bank of Canada 0.00% No change 20,979 $21K
Renaissance Technologies 0.00% New 17,900 $18K
Bank of America Corp. 0.00% Reduce -0.1% 10,927 $11K
Vanguard Group Inc. 0.00% New 10,119 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -5.7% 2,273 $2K
Qube Research & Technologies Ltd 0.00% No change 700 $700
WR Wealth Planners, LLC 0.00% New 446 $446
JPMorgan Chase & Co. 0.00% Add +53.9% 20 $20

"% of holder's portfolio" is CWD's weight in each manager's 13F, not the share of Calibercos Inc. the manager owns.