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Disclosery

Gibbs Wealth Management: CSMD position timeline

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

Gibbs Wealth Management held 61,885 CSMD 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 61,885 shares
    Change vs previous 13F -1,236 shares

    0.25% of the 13F portfolio, value $1,900,488.

    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 63,121 shares
    Change vs previous 13F -5,569 shares

    0.51% of the 13F portfolio, value $2,105,085.

    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 68,690 shares
    Change vs previous 13F -9,150 shares

    0.52% of the 13F portfolio, value $2,288,064.

    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 77,840 shares
    Change vs previous 13F +6,115 shares

    0.47% of the 13F portfolio, value $2,427,058.

    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 71,725 shares
    Change vs previous 13F +257 shares

    0.48% of the 13F portfolio, value $1,983,914.

    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 71,468 shares
    Change vs previous 13F -41,259 shares

    0.58% of the 13F portfolio, value $2,138,323.

    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 112,727 shares
    Change vs previous 13F -691 shares

    1.09% of the 13F portfolio, value $3,371,665.

    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 113,418 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,250,560.

    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).