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Disclosery

Gibbs Wealth Management: HEI-A position timeline

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

Gibbs Wealth Management held 3,460 HEI-A 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 3,460 shares
    Change vs previous 13F +383 shares

    0.1% of the 13F portfolio, value $730,376.

    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 3,077 shares
    Change vs previous 13F -2,070 shares

    0.2% of the 13F portfolio, value $840,517.

    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 5,147 shares
    Change vs previous 13F -1,615 shares

    0.3% of the 13F portfolio, value $1,307,805.

    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 6,762 shares
    Change vs previous 13F +892 shares

    0.34% of the 13F portfolio, value $1,749,715.

    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 5,870 shares
    Change vs previous 13F +1,035 shares

    0.3% of the 13F portfolio, value $1,238,394.

    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 4,835 shares
    Change vs previous 13F +829 shares

    0.24% of the 13F portfolio, value $899,697.

    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 4,006 shares
    Change vs previous 13F +576 shares

    0.26% of the 13F portfolio, value $816,263.

    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 3,430 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $608,894.

    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).