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Disclosery

Gibbs Wealth Management: LPLA position timeline

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

Gibbs Wealth Management held 1,830 LPLA 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 1,830 shares
    Change vs previous 13F +262 shares

    0.07% of the 13F portfolio, value $550,536.

    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 1,568 shares
    Change vs previous 13F -212 shares

    0.14% of the 13F portfolio, value $564,213.

    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 1,780 shares
    Change vs previous 13F -372 shares

    0.13% of the 13F portfolio, value $592,199.

    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 2,152 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $806,997.

    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 2,140 shares
    Change vs previous 13F +452 shares

    0.17% of the 13F portfolio, value $700,084.

    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 1,688 shares
    Change vs previous 13F +263 shares

    0.15% of the 13F portfolio, value $551,149.

    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 1,425 shares
    Change vs previous 13F +181 shares

    0.11% of the 13F portfolio, value $331,498.

    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 1,244 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $347,449.

    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).