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Disclosery

Gibbs Wealth Management: MORN position timeline

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

Gibbs Wealth Management held 1,753 MORN 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 1,753 shares
    Change vs previous 13F -681 shares

    0.04% of the 13F portfolio, value $296,352.

    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 2,434 shares
    Change vs previous 13F -728 shares

    0.13% of the 13F portfolio, value $527,785.

    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 3,162 shares
    Change vs previous 13F -862 shares

    0.17% of the 13F portfolio, value $733,695.

    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 4,024 shares
    Change vs previous 13F +296 shares

    0.24% of the 13F portfolio, value $1,263,381.

    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 3,728 shares
    Change vs previous 13F +666 shares

    0.27% of the 13F portfolio, value $1,117,919.

    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 3,062 shares
    Change vs previous 13F +562 shares

    0.28% of the 13F portfolio, value $1,031,159.

    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 2,500 shares
    Change vs previous 13F +251 shares

    0.26% of the 13F portfolio, value $797,800.

    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 2,249 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $665,367.

    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).