Skip to content
Disclosery

Gibbs Wealth Management: COO position timeline

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

Gibbs Wealth Management held 13,632 COO 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 13,632 shares
    Change vs previous 13F +4,738 shares

    0.13% of the 13F portfolio, value $974,689.

    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 8,894 shares
    Change vs previous 13F -889 shares

    0.18% of the 13F portfolio, value $742,204.

    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 9,783 shares
    Change vs previous 13F -12,089 shares

    0.15% of the 13F portfolio, value $670,722.

    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 21,872 shares
    Change vs previous 13F +2,212 shares

    0.3% of the 13F portfolio, value $1,556,405.

    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 19,660 shares
    Change vs previous 13F +3,813 shares

    0.4% of the 13F portfolio, value $1,658,321.

    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 15,847 shares
    Change vs previous 13F +2,967 shares

    0.4% of the 13F portfolio, value $1,456,815.

    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 12,880 shares
    Change vs previous 13F +1,208 shares

    0.46% of the 13F portfolio, value $1,421,179.

    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 11,672 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,018,966.

    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).