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Disclosery

Gibbs Wealth Management: BRK-B position timeline

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

Gibbs Wealth Management held 4,291 BRK-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 4,291 shares
    Change vs previous 13F +771 shares

    0.27% of the 13F portfolio, value $2,056,247.

    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 3,520 shares
    Change vs previous 13F -726 shares

    0.43% of the 13F portfolio, value $1,756,832.

    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 4,246 shares
    Change vs previous 13F -859 shares

    0.48% of the 13F portfolio, value $2,134,634.

    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 5,105 shares
    Change vs previous 13F +156 shares

    0.48% of the 13F portfolio, value $2,479,854.

    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 4,949 shares
    Change vs previous 13F +729 shares

    0.64% of the 13F portfolio, value $2,635,738.

    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 4,220 shares
    Change vs previous 13F +925 shares

    0.52% of the 13F portfolio, value $1,912,842.

    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 3,295 shares
    Change vs previous 13F +424 shares

    0.49% of the 13F portfolio, value $1,516,557.

    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 2,871 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,167,923.

    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).