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Disclosery

Gibbs Wealth Management: NPO position timeline

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

Gibbs Wealth Management held 4,954 NPO 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 4,954 shares
    Change vs previous 13F +1,930 shares

    0.16% of the 13F portfolio, value $1,241,754.

    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 3,024 shares
    Change vs previous 13F -205 shares

    0.17% of the 13F portfolio, value $705,432.

    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 3,229 shares
    Change vs previous 13F -465 shares

    0.17% of the 13F portfolio, value $729,772.

    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 3,694 shares
    Change vs previous 13F +412 shares

    0.14% of the 13F portfolio, value $707,595.

    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 3,282 shares
    Change vs previous 13F +742 shares

    0.13% of the 13F portfolio, value $530,999.

    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 2,540 shares
    Change vs previous 13F +386 shares

    0.12% of the 13F portfolio, value $438,023.

    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 2,154 shares
    Change vs previous 13F +266 shares

    0.11% of the 13F portfolio, value $349,336.

    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 1,888 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $274,836.

    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).