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Disclosery

Gibbs Wealth Management: MSCI position timeline

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

Gibbs Wealth Management held 2,821 MSCI 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 2,821 shares
    Change vs previous 13F -485 shares

    0.2% of the 13F portfolio, value $1,520,767.

    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 3,306 shares
    Change vs previous 13F -478 shares

    0.46% of the 13F portfolio, value $1,921,497.

    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 3,784 shares
    Change vs previous 13F -573 shares

    0.49% of the 13F portfolio, value $2,147,210.

    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 4,357 shares
    Change vs previous 13F +755 shares

    0.48% of the 13F portfolio, value $2,512,883.

    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 3,602 shares
    Change vs previous 13F +614 shares

    0.49% of the 13F portfolio, value $2,036,974.

    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 2,988 shares
    Change vs previous 13F +446 shares

    0.49% of the 13F portfolio, value $1,792,830.

    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 2,542 shares
    Change vs previous 13F +1,256 shares

    0.48% of the 13F portfolio, value $1,481,808.

    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 1,286 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $619,531.

    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).