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Disclosery

Gibbs Wealth Management: EFX position timeline

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

Gibbs Wealth Management held 3,074 EFX 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 3,074 shares
    Change vs previous 13F +531 shares

    0.07% of the 13F portfolio, value $553,576.

    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 2,543 shares
    Change vs previous 13F -394 shares

    0.14% of the 13F portfolio, value $577,191.

    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 2,937 shares
    Change vs previous 13F -595 shares

    0.17% of the 13F portfolio, value $753,454.

    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 3,532 shares
    Change vs previous 13F +509 shares

    0.18% of the 13F portfolio, value $916,111.

    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 3,023 shares
    Change vs previous 13F +656 shares

    0.18% of the 13F portfolio, value $736,289.

    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 2,367 shares
    Change vs previous 13F +359 shares

    0.16% of the 13F portfolio, value $603,230.

    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 2,008 shares
    Change vs previous 13F +235 shares

    0.19% of the 13F portfolio, value $590,071.

    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 1,773 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $429,882.

    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).