Skip to content
Disclosery

Gibbs Wealth Management: CRM position timeline

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

Gibbs Wealth Management held 19,112 CRM 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 19,112 shares
    Change vs previous 13F +13,636 shares

    0.47% of the 13F portfolio, value $3,567,735.

    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 5,476 shares
    Change vs previous 13F +3,215 shares

    0.34% of the 13F portfolio, value $1,423,465.

    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 2,261 shares
    Change vs previous 13F -385 shares

    0.12% of the 13F portfolio, value $535,872.

    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 2,646 shares
    Change vs previous 13F +519 shares

    0.14% of the 13F portfolio, value $721,556.

    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 2,127 shares
    Change vs previous 13F +645 shares

    0.14% of the 13F portfolio, value $570,847.

    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 1,482 shares
    Change vs previous 13F +433 shares

    0.13% of the 13F portfolio, value $495,539.

    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 1,049 shares
    Change vs previous 13F -7,918 shares

    0.09% of the 13F portfolio, value $287,139.

    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 8,967 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,305,416.

    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).