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Disclosery

Gibbs Wealth Management: IVV position timeline

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

Gibbs Wealth Management held 4,977 IVV 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 4,977 shares
    Change vs previous 13F +3,001 shares

    0.43% of the 13F portfolio, value $3,250,970.

    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 1,976 shares
    Change vs previous 13F -26 shares

    0.33% of the 13F portfolio, value $1,377,376.

    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 2,002 shares
    Change vs previous 13F -995 shares

    0.3% of the 13F portfolio, value $1,339,950.

    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 2,997 shares
    Change vs previous 13F +531 shares

    0.36% of the 13F portfolio, value $1,860,575.

    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 2,466 shares
    Change vs previous 13F +255 shares

    0.33% of the 13F portfolio, value $1,385,654.

    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 2,211 shares
    Change vs previous 13F +182 shares

    0.35% of the 13F portfolio, value $1,301,857.

    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 2,029 shares
    Change vs previous 13F -9 shares

    0.38% of the 13F portfolio, value $1,170,654.

    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 2,038 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,115,418.

    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).