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Disclosery

Gibbs Wealth Management: LII position timeline

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

Gibbs Wealth Management held 952 LII 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 952 shares
    Change vs previous 13F +130 shares

    0.06% of the 13F portfolio, value $441,877.

    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 822 shares
    Change vs previous 13F -131 shares

    0.11% of the 13F portfolio, value $435,870.

    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 953 shares
    Change vs previous 13F -189 shares

    0.11% of the 13F portfolio, value $504,493.

    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 1,142 shares
    Change vs previous 13F +133 shares

    0.13% of the 13F portfolio, value $654,658.

    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 1,009 shares
    Change vs previous 13F -167 shares

    0.14% of the 13F portfolio, value $565,877.

    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 1,176 shares
    Change vs previous 13F +186 shares

    0.19% of the 13F portfolio, value $716,537.

    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 990 shares
    Change vs previous 13F +121 shares

    0.19% of the 13F portfolio, value $598,247.

    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 869 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $464,898.

    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).