Skip to content
Disclosery

Gibbs Wealth Management: CVS position timeline

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

Gibbs Wealth Management held 30,430 CVS 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 30,430 shares
    Change vs previous 13F +15,937 shares

    0.29% of the 13F portfolio, value $2,185,424.

    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 14,493 shares
    Change vs previous 13F -1,153 shares

    0.28% of the 13F portfolio, value $1,163,771.

    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 15,646 shares
    Change vs previous 13F -3,108 shares

    0.27% of the 13F portfolio, value $1,179,553.

    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 18,754 shares
    Change vs previous 13F +2,132 shares

    0.25% of the 13F portfolio, value $1,293,660.

    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 16,622 shares
    Change vs previous 13F +2,989 shares

    0.27% of the 13F portfolio, value $1,126,143.

    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 13,633 shares
    Change vs previous 13F -4,652 shares

    0.17% of the 13F portfolio, value $611,966.

    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 18,285 shares
    Change vs previous 13F +4,227 shares

    0.37% of the 13F portfolio, value $1,149,761.

    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 14,058 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $830,265.

    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).