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Disclosery

Gibbs Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gibbs Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Gibbs Wealth Management held 41,850 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 41,850 shares
    Change vs previous 13F +22,497 shares

    1.4% of the 13F portfolio, value $10,621,054.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 19,353 shares
    Change vs previous 13F -306 shares

    1.21% of the 13F portfolio, value $5,019,516.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 19,659 shares
    Change vs previous 13F -5,143 shares

    1.13% of the 13F portfolio, value $5,005,716.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 24,802 shares
    Change vs previous 13F -8,461 shares

    0.98% of the 13F portfolio, value $5,088,398.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 33,263 shares
    Change vs previous 13F +2,279 shares

    1.78% of the 13F portfolio, value $7,388,623.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 30,984 shares
    Change vs previous 13F +4,109 shares

    2.11% of the 13F portfolio, value $7,759,135.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 26,875 shares
    Change vs previous 13F +11,805 shares

    2.03% of the 13F portfolio, value $6,261,922.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 15,070 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,174,007.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).