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Disclosery

Gibbs Wealth Management: MSFT position timeline

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

Gibbs Wealth Management held 29,554 MSFT 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 29,554 shares
    Change vs previous 13F +12,502 shares

    1.44% of the 13F portfolio, value $10,939,933.

    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 17,052 shares
    Change vs previous 13F -2,351 shares

    1.98% of the 13F portfolio, value $8,172,690.

    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 19,403 shares
    Change vs previous 13F -4,006 shares

    2.27% of the 13F portfolio, value $10,049,835.

    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 23,409 shares
    Change vs previous 13F +3,314 shares

    2.24% of the 13F portfolio, value $11,644,829.

    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 20,095 shares
    Change vs previous 13F +3,248 shares

    1.82% of the 13F portfolio, value $7,543,461.

    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 16,847 shares
    Change vs previous 13F +3,202 shares

    1.93% of the 13F portfolio, value $7,100,911.

    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 13,645 shares
    Change vs previous 13F -87 shares

    1.9% of the 13F portfolio, value $5,871,373.

    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 13,732 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $6,137,566.

    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).