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Disclosery

Gibbs Wealth Management: HLNE position timeline

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

Gibbs Wealth Management held 5,569 HLNE 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 5,569 shares
    Change vs previous 13F +892 shares

    0.07% of the 13F portfolio, value $553,596.

    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 4,677 shares
    Change vs previous 13F +819 shares

    0.17% of the 13F portfolio, value $693,421.

    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 3,858 shares
    Change vs previous 13F -798 shares

    0.12% of the 13F portfolio, value $520,039.

    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 4,656 shares
    Change vs previous 13F +2,140 shares

    0.13% of the 13F portfolio, value $661,717.

    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 2,516 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $374,054.

    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).