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Estee Lauder Companies shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Estee Lauder Companies (EL) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Estee Lauder Companies

Tip: Access up to 7 years of quarterly data

All positions including Estee Lauder Companies held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Estee Lauder Companies by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 4.1k 88.11
2025-06-30 $369k 4.6k 80.80

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Equity Defined P (ZMAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Technology (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Estee Lauder Companies

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
FMR
Eagle Capital Management
Independent Franchise Partners
Invesco
Bank of New York Mellon
Geode Capital Management
Van Eck Associates Corp.
Susquehanna International
Citadel Advisors
Goldman Sachs Group
American Century Companies

View all funds holding Estee Lauder Companies