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Disclosery

Gibbs Wealth Management: IEF position timeline

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

Gibbs Wealth Management held 7,378 IEF 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 7,378 shares
    Change vs previous 13F +1,531 shares

    0.09% of the 13F portfolio, value $704,157.

    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 5,847 shares
    Change vs previous 13F -125 shares

    0.14% of the 13F portfolio, value $563,066.

    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 5,972 shares
    Change vs previous 13F -1,327 shares

    0.13% of the 13F portfolio, value $576,059.

    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 7,299 shares
    Change vs previous 13F +1,962 shares

    0.13% of the 13F portfolio, value $699,026.

    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 5,337 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $508,990.

    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 5,357 shares
    Change vs previous 13F +468 shares

    0.13% of the 13F portfolio, value $495,255.

    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 4,889 shares
    Change vs previous 13F -3,488 shares

    0.16% of the 13F portfolio, value $479,709.

    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 8,377 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $784,506.

    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).