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Gibbs Wealth Management: MDT position timeline

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

Gibbs Wealth Management held 14,835 MDT 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 14,835 shares
    Change vs previous 13F -266 shares

    0.17% of the 13F portfolio, value $1,285,453.

    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 15,101 shares
    Change vs previous 13F -3,160 shares

    0.36% of the 13F portfolio, value $1,472,801.

    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 18,261 shares
    Change vs previous 13F -3,578 shares

    0.39% of the 13F portfolio, value $1,739,178.

    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 21,839 shares
    Change vs previous 13F -1,915 shares

    0.37% of the 13F portfolio, value $1,903,696.

    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 23,754 shares
    Change vs previous 13F +371 shares

    0.51% of the 13F portfolio, value $2,134,534.

    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 23,383 shares
    Change vs previous 13F +2,356 shares

    0.51% of the 13F portfolio, value $1,867,805.

    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 21,027 shares
    Change vs previous 13F +3,453 shares

    0.61% of the 13F portfolio, value $1,893,061.

    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 17,574 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,383,250.

    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).