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Disclosery

Gibbs Wealth Management: ALLE position timeline

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

Gibbs Wealth Management held 2,836 ALLE 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 2,836 shares
    Change vs previous 13F +456 shares

    0.05% of the 13F portfolio, value $412,042.

    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 2,380 shares
    Change vs previous 13F -283 shares

    0.09% of the 13F portfolio, value $387,202.

    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 2,663 shares
    Change vs previous 13F -576 shares

    0.11% of the 13F portfolio, value $472,283.

    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 3,239 shares
    Change vs previous 13F -566 shares

    0.09% of the 13F portfolio, value $466,798.

    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 3,805 shares
    Change vs previous 13F +790 shares

    0.12% of the 13F portfolio, value $496,400.

    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 3,015 shares
    Change vs previous 13F +478 shares

    0.11% of the 13F portfolio, value $394,000.

    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 2,537 shares
    Change vs previous 13F +266 shares

    0.12% of the 13F portfolio, value $369,742.

    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 2,271 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $268,319.

    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).