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Disclosery

Gibbs Wealth Management: CASY position timeline

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

Gibbs Wealth Management held 1,037 CASY 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 1,037 shares
    Change vs previous 13F -356 shares

    0.1% of the 13F portfolio, value $754,856.

    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 1,393 shares
    Change vs previous 13F -470 shares

    0.2% of the 13F portfolio, value $827,208.

    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 1,863 shares
    Change vs previous 13F -445 shares

    0.24% of the 13F portfolio, value $1,053,281.

    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 2,308 shares
    Change vs previous 13F +128 shares

    0.23% of the 13F portfolio, value $1,177,769.

    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 2,180 shares
    Change vs previous 13F +345 shares

    0.23% of the 13F portfolio, value $946,222.

    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 1,835 shares
    Change vs previous 13F +373 shares

    0.2% of the 13F portfolio, value $727,086.

    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 1,462 shares
    Change vs previous 13F +180 shares

    0.18% of the 13F portfolio, value $549,288.

    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 1,282 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $489,160.

    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).