Calibercos Inc. (CWD) — SEC Filings
Calibercos Inc. (CWD) — 50 SEC filings. Latest: EFFECT (Apr 28, 2026). Includes 41 8-K, 2 10-Q, 2 DEF 14A.
View Calibercos Inc. on SEC EDGAR
Overview
Calibercos Inc. (CWD) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a EFFECT filed on Apr 28, 2026: CaliberCos Inc. filed an EFFECT form on April 28, 2026, indicating the effectiveness of a registration statement. The filing, with accession number 9999999995-26-001341, relates to Act 33 and File No. 333-295031. The company's principal office is located in Scottsdale, Arizona.
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 4 bearish, 46 neutral. The dominant filing sentiment for Calibercos Inc. is neutral.
Filing Type Overview
Calibercos Inc. (CWD) has filed 1 EFFECT, 41 8-K, 2 10-Q, 1 8-K/A, 1 S-1/A, 1 S-1, 2 DEF 14A, 1 10-K with the SEC between Mar 2025 to Apr 2026.
Filings by Year
Recent SEC Filings (50)
Risk Profile
Risk Assessment: Of CWD's 49 recent filings, 5 were flagged as high-risk, 16 as medium-risk, and 28 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $15.97M |
| Net Income | -$14.08M |
| EPS | -$8.31 |
| Cash Position | $10.89M |
| Total Assets | $82.57M |
| Total Debt | $60.3M |
Key Executives
- John C. Loeffler, II
- Thomas J. Poletti, Esq.
- Veronica Lah, Esq.
Industry Context
The hospitality and real estate investment sectors, where CaliberCos Inc. operates, have faced significant volatility. Declines in hospitality revenues suggest broader industry headwinds or specific operational issues within the company's managed properties. The asset management segment's performance also reflects a challenging market for investment services.
Top Tags
disclosure (19) · financials (12) · 8-K (10) · filing (6) · sec-filing (5) · financial-statements (5) · material-agreement (5) · real-estate (5) · regulation-fd (5) · 8-k (4)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| File Number | 333-295031 | Relates to the registration statement |
| Effectiveness Date | 2026-04-27 | Date the registration statement became effective |
| Total Revenues (9M 2025) | $15.97M | 62.4% decrease from $42.43M in 9M 2024 |
| Net Loss Attributable to CaliberCos Inc. (9M 2025) | $14.08M | Widened from $8.39M in 9M 2024 |
| Basic Net Loss Per Share (9M 2025) | $8.31 | Increased from $7.62 in 9M 2024 |
| Digital Assets (Sep 30, 2025) | $9.97M | New asset class with a $677K fair value loss |
| Accumulated Deficit (Sep 30, 2025) | $70.68M | Increased from $56.61M at Dec 31, 2024 |
| Proceeds from Preferred Stock Issuance (9M 2025) | $15.45M | Significant capital raise |
| Proceeds from Common Stock Issuance (9M 2025) | $12.98M | Significant capital raise |
| Revenue Decrease (9M 2025 vs 9M 2024) | 62.4% | Indicates severe operational challenges |
| Consolidated Funds – Hospitality Revenues (9M 2025) | $5.06M | Sharp decline from $23.53M in 9M 2024 |
| Total Assets (Sep 30, 2025) | $82.57M | Decreased from $105.54M at Dec 31, 2024 |
| SEC File Number | 001-41703 | Identifies the company's filing with the SEC |
| IRS Employer Identification No. | 47-2426901 | Company's tax identification number |
| Commission File Number | 001-41703 | Identifies the company's SEC filing history |
Frequently Asked Questions
What are the latest SEC filings for Calibercos Inc. (CWD)?
Calibercos Inc. has 50 recent SEC filings from Mar 2025 to Apr 2026, including 41 8-K, 2 10-Q, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CWD filings?
Across 50 filings, the sentiment breakdown is: 4 bearish, 46 neutral. The dominant sentiment is neutral.
Where can I find Calibercos Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Calibercos Inc. (CWD) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Calibercos Inc.?
Key financial highlights from Calibercos Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for CWD?
The investment thesis for CWD includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Calibercos Inc.?
Key executives identified across Calibercos Inc.'s filings include John C. Loeffler, II, Thomas J. Poletti, Esq., Veronica Lah, Esq..
What are the main risk factors for Calibercos Inc. stock?
Of CWD's 49 assessed filings, 5 were flagged high-risk, 16 medium-risk, and 28 low-risk.
What are recent predictions and forward guidance from Calibercos Inc.?
Forward guidance and predictions for Calibercos Inc. are extracted from SEC filings as they are enriched.