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Disclosery

Gibbs Wealth Management: AEP position timeline

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

Gibbs Wealth Management held 4,313 AEP 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 4,313 shares
    Change vs previous 13F +1,403 shares

    0.07% of the 13F portfolio, value $565,415.

    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 2,910 shares
    Change vs previous 13F -239 shares

    0.08% of the 13F portfolio, value $340,208.

    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 3,149 shares
    Change vs previous 13F -247 shares

    0.08% of the 13F portfolio, value $354,263.

    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 3,396 shares
    Change vs previous 13F +109 shares

    0.07% of the 13F portfolio, value $352,371.

    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 3,287 shares
    Change vs previous 13F +533 shares

    0.09% of the 13F portfolio, value $359,170.

    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 2,754 shares
    Change vs previous 13F +168 shares

    0.07% of the 13F portfolio, value $254,001.

    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 2,586 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $265,324.

    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).