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Disclosery

Gibbs Wealth Management: CVLT position timeline

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

Gibbs Wealth Management held 10,242 CVLT 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 10,242 shares
    Change vs previous 13F +4,877 shares

    0.11% of the 13F portfolio, value $797,750.

    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 5,365 shares
    Change vs previous 13F -362 shares

    0.16% of the 13F portfolio, value $666,172.

    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 5,727 shares
    Change vs previous 13F -1,086 shares

    0.24% of the 13F portfolio, value $1,081,143.

    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 6,813 shares
    Change vs previous 13F +1,021 shares

    0.23% of the 13F portfolio, value $1,187,736.

    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 5,792 shares
    Change vs previous 13F +1,476 shares

    0.22% of the 13F portfolio, value $913,746.

    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 4,316 shares
    Change vs previous 13F +727 shares

    0.18% of the 13F portfolio, value $651,328.

    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 3,589 shares
    Change vs previous 13F +950 shares

    0.18% of the 13F portfolio, value $552,168.

    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 2,639 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $320,823.

    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).