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Disclosery

Gibbs Wealth Management: B position timeline

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

Gibbs Wealth Management held 36,799 B 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 36,799 shares
    Change vs previous 13F +19,020 shares

    0.2% of the 13F portfolio, value $1,501,031.

    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 17,779 shares
    Change vs previous 13F -1,955 shares

    0.21% of the 13F portfolio, value $850,014.

    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 19,734 shares
    Change vs previous 13F -7,370 shares

    0.15% of the 13F portfolio, value $646,683.

    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 27,104 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $564,309.

    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).