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Disclosery

Gibbs Wealth Management: EZU position timeline

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

Gibbs Wealth Management held 7,276 EZU 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 7,276 shares
    Change vs previous 13F +2,748 shares

    0.06% of the 13F portfolio, value $455,769.

    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 4,528 shares
    Change vs previous 13F +285 shares

    0.07% of the 13F portfolio, value $298,531.

    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 4,243 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $262,811.

    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 4,206 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $250,048.

    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).