Skip to content
Disclosery

Gibbs Wealth Management: HLI position timeline

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

Gibbs Wealth Management held 8,412 HLI 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 8,412 shares
    Change vs previous 13F -349 shares

    0.16% of the 13F portfolio, value $1,208,091.

    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 8,761 shares
    Change vs previous 13F -1,618 shares

    0.39% of the 13F portfolio, value $1,592,573.

    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 10,379 shares
    Change vs previous 13F +3,524 shares

    0.48% of the 13F portfolio, value $2,131,090.

    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 6,855 shares
    Change vs previous 13F +1,002 shares

    0.24% of the 13F portfolio, value $1,233,600.

    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 5,853 shares
    Change vs previous 13F +1,239 shares

    0.23% of the 13F portfolio, value $945,281.

    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 4,614 shares
    Change vs previous 13F +730 shares

    0.22% of the 13F portfolio, value $801,267.

    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 3,884 shares
    Change vs previous 13F +423 shares

    0.2% of the 13F portfolio, value $613,750.

    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 3,461 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $466,750.

    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).