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Disclosery

Gibbs Wealth Management: BILS position timeline

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

Gibbs Wealth Management held 5,203 BILS 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 5,203 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $517,386.

    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 4,928 shares
    Change vs previous 13F -1,155 shares

    0.12% of the 13F portfolio, value $489,350.

    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 6,083 shares
    Change vs previous 13F -342 shares

    0.14% of the 13F portfolio, value $605,380.

    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 6,425 shares
    Change vs previous 13F -1,962 shares

    0.12% of the 13F portfolio, value $638,834.

    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 8,387 shares
    Change vs previous 13F -102 shares

    0.2% of the 13F portfolio, value $834,423.

    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 8,489 shares
    Change vs previous 13F +260 shares

    0.23% of the 13F portfolio, value $841,684.

    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 8,229 shares
    Change vs previous 13F +825 shares

    0.27% of the 13F portfolio, value $819,444.

    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 7,404 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $735,735.

    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).