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Disclosery

Gibbs Wealth Management: BIZD position timeline

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

Gibbs Wealth Management held 133,606 BIZD 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 133,606 shares
    Change vs previous 13F +65,100 shares

    0.23% of the 13F portfolio, value $1,710,162.

    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 68,506 shares
    Change vs previous 13F -7,240 shares

    0.24% of the 13F portfolio, value $982,372.

    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 75,746 shares
    Change vs previous 13F -15,555 shares

    0.26% of the 13F portfolio, value $1,131,640.

    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 91,301 shares
    Change vs previous 13F +5,165 shares

    0.29% of the 13F portfolio, value $1,486,387.

    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 86,136 shares
    Change vs previous 13F +2,536 shares

    0.35% of the 13F portfolio, value $1,443,639.

    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 83,600 shares
    Change vs previous 13F +15,224 shares

    0.38% of the 13F portfolio, value $1,390,268.

    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 68,376 shares
    Change vs previous 13F +9,476 shares

    0.37% of the 13F portfolio, value $1,132,307.

    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 58,900 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,007,779.

    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).