Security key
13000T604
- Security type / class
- Equity / CL A NEW
- Total 13F shares
- 151,429
- Total 13F value
- $187,335
- Share change
- +134,204
- SEC-reported price per share
- $1.24
- Number of holders
- 15
- Value change
- +$129,706
- Number of buys
- 10
- Number of sells
- 4
Report period
Q4 2025
Institutions
15
Top holders
10
CWD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
CaliberCos Inc. SEC filings
CaliberCos Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 13000T604
Recent filing periods:
Ownership snapshot
Top reported holders of CWD - CaliberCos Inc. - CL A NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Jennifer Schrader
Disclosed value leader
Jennifer Schrader
Comparable rows
0/15
Latest evidence
30 Sep 2025
3/4/5
13F
Highest disclosed value: $5,713,936
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Jennifer Schrader has the largest disclosed position value at $5.71M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Jennifer Schrader's linked filing trail.
Disclosed position value
Top 5
Jennifer Schrader
$5.71M
Donnie R. Schrader
$4.81M
John C. Loeffler II
$418.1K
Ignacio Martinez
$577.6K
Jade Leung
$296.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jennifer Schrader |
3/4/5
President, Director, 10%+ Owner
|
—
mixed-class rows
|
$5,713,936
11,425,458 shares
mixed-class rows
|
— | 01 Apr 2024 |
| Donnie R. Schrader |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$4,814,845
7,100,699 shares
mixed-class rows
|
— | 15 May 2023 |
| John C. Loeffler II |
3/4/5
CEO, Director, 10%+ Owner
|
—
mixed-class rows
|
$418,060
4,671,070 shares
mixed-class rows
|
— | 03 Sep 2024 |
| Ignacio Martinez |
3/4/5
COO
|
—
class O/S missing
|
$577,638
406,787 shares
|
— | 01 Apr 2024 |
| Jade Leung |
3/4/5
CFO
|
—
class O/S missing
|
$296,098
643,552 shares
|
— | 04 Apr 2025 |
| Roy J. Bade |
3/4/5
Ch. Development Officer
|
—
mixed-class rows
|
$135,019
462,137 shares
mixed-class rows
|
— | 25 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
151,429
Rows available
15
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
8
Q4 2025 holders
15
Holder diff
7
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend