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Disclosery

Gibbs Wealth Management: CSGP position timeline

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

Gibbs Wealth Management held 25,414 CSGP 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 25,414 shares
    Change vs previous 13F +15,219 shares

    0.14% of the 13F portfolio, value $1,025,201.

    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 10,195 shares
    Change vs previous 13F -1,582 shares

    0.14% of the 13F portfolio, value $596,306.

    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 11,777 shares
    Change vs previous 13F -1,981 shares

    0.22% of the 13F portfolio, value $993,625.

    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 13,758 shares
    Change vs previous 13F +3,032 shares

    0.21% of the 13F portfolio, value $1,106,154.

    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 10,726 shares
    Change vs previous 13F +1,781 shares

    0.2% of the 13F portfolio, value $849,821.

    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 8,945 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $640,373.

    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).