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Gibbs Wealth Management: JAAA position timeline

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

Gibbs Wealth Management held 73,461 JAAA 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 73,461 shares
    Change vs previous 13F +36,074 shares

    0.49% of the 13F portfolio, value $3,700,228.

    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 37,387 shares
    Change vs previous 13F -1,776 shares

    0.46% of the 13F portfolio, value $1,893,255.

    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 39,163 shares
    Change vs previous 13F -10,924 shares

    0.45% of the 13F portfolio, value $1,988,702.

    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 50,087 shares
    Change vs previous 13F +7,631 shares

    0.49% of the 13F portfolio, value $2,542,425.

    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 42,456 shares
    Change vs previous 13F +4,392 shares

    0.52% of the 13F portfolio, value $2,152,952.

    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 38,064 shares
    Change vs previous 13F +15,365 shares

    0.52% of the 13F portfolio, value $1,930,250.

    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 22,699 shares
    Change vs previous 13F +5,295 shares

    0.37% of the 13F portfolio, value $1,154,945.

    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 17,404 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $885,516.

    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).