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Gibbs Wealth Management: C position timeline

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

Gibbs Wealth Management held 15,368 C 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 15,368 shares
    Change vs previous 13F +7,563 shares

    0.23% of the 13F portfolio, value $1,742,859.

    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 7,805 shares
    Change vs previous 13F -1,610 shares

    0.23% of the 13F portfolio, value $946,942.

    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 9,415 shares
    Change vs previous 13F -4,441 shares

    0.22% of the 13F portfolio, value $955,581.

    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 13,856 shares
    Change vs previous 13F +2,654 shares

    0.23% of the 13F portfolio, value $1,179,452.

    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 11,202 shares
    Change vs previous 13F +535 shares

    0.19% of the 13F portfolio, value $795,201.

    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 10,667 shares
    Change vs previous 13F +1,869 shares

    0.2% of the 13F portfolio, value $750,875.

    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 8,798 shares
    Change vs previous 13F +1,507 shares

    0.18% of the 13F portfolio, value $550,736.

    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 7,291 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $462,690.

    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).