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Gibbs Wealth Management: CI position timeline

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

Gibbs Wealth Management held 6,965 CI 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 6,965 shares
    Change vs previous 13F +4,030 shares

    0.24% of the 13F portfolio, value $1,857,862.

    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 2,935 shares
    Change vs previous 13F +264 shares

    0.2% of the 13F portfolio, value $818,822.

    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 2,671 shares
    Change vs previous 13F +287 shares

    0.17% of the 13F portfolio, value $769,989.

    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 2,384 shares
    Change vs previous 13F +229 shares

    0.15% of the 13F portfolio, value $788,141.

    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 2,155 shares
    Change vs previous 13F +353 shares

    0.17% of the 13F portfolio, value $709,020.

    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 1,802 shares
    Change vs previous 13F +302 shares

    0.13% of the 13F portfolio, value $497,604.

    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 1,500 shares
    Change vs previous 13F +120 shares

    0.17% of the 13F portfolio, value $519,660.

    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 1,380 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $456,187.

    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).