Skip to content
Disclosery

Gibbs Wealth Management: NCNO position timeline

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

Gibbs Wealth Management held 14,306 NCNO 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 14,306 shares
    Change vs previous 13F -7,426 shares

    0.03% of the 13F portfolio, value $214,304.

    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 21,732 shares
    Change vs previous 13F -9,776 shares

    0.13% of the 13F portfolio, value $556,339.

    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 31,508 shares
    Change vs previous 13F -8,542 shares

    0.19% of the 13F portfolio, value $854,182.

    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 40,050 shares
    Change vs previous 13F +3,615 shares

    0.22% of the 13F portfolio, value $1,120,215.

    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 36,435 shares
    Change vs previous 13F +5,669 shares

    0.24% of the 13F portfolio, value $1,000,869.

    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 30,766 shares
    Change vs previous 13F +4,108 shares

    0.28% of the 13F portfolio, value $1,033,122.

    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 26,658 shares
    Change vs previous 13F +3,368 shares

    0.27% of the 13F portfolio, value $842,126.

    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 23,290 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $732,471.

    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).