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Disclosery

Gibbs Wealth Management: JMBS position timeline

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

Gibbs Wealth Management held 45,415 JMBS 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 45,415 shares
    Change vs previous 13F -1,605 shares

    0.27% of the 13F portfolio, value $2,051,850.

    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 47,020 shares
    Change vs previous 13F -4,348 shares

    0.52% of the 13F portfolio, value $2,161,039.

    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 51,368 shares
    Change vs previous 13F -8,308 shares

    0.53% of the 13F portfolio, value $2,345,977.

    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 59,676 shares
    Change vs previous 13F +7,794 shares

    0.52% of the 13F portfolio, value $2,688,407.

    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 51,882 shares
    Change vs previous 13F +759 shares

    0.57% of the 13F portfolio, value $2,345,066.

    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 51,123 shares
    Change vs previous 13F -11,597 shares

    0.61% of the 13F portfolio, value $2,258,614.

    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 62,720 shares
    Change vs previous 13F +155 shares

    0.95% of the 13F portfolio, value $2,925,888.

    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 62,565 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,793,527.

    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).