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Gibbs Wealth Management: MA position timeline

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

Gibbs Wealth Management held 5,030 MA 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 5,030 shares
    Change vs previous 13F -1,038 shares

    0.33% of the 13F portfolio, value $2,513,523.

    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 6,068 shares
    Change vs previous 13F -1,266 shares

    0.84% of the 13F portfolio, value $3,492,582.

    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 7,334 shares
    Change vs previous 13F -1,310 shares

    0.94% of the 13F portfolio, value $4,171,870.

    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 8,644 shares
    Change vs previous 13F +781 shares

    0.94% of the 13F portfolio, value $4,857,704.

    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 7,863 shares
    Change vs previous 13F +1,156 shares

    1.04% of the 13F portfolio, value $4,309,909.

    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 6,707 shares
    Change vs previous 13F +1,046 shares

    0.96% of the 13F portfolio, value $3,531,733.

    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 5,661 shares
    Change vs previous 13F +520 shares

    0.91% of the 13F portfolio, value $2,795,421.

    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 5,141 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,268,014.

    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).