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Disclosery

Gibbs Wealth Management: NU position timeline

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

Gibbs Wealth Management held 19,325 NU 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 19,325 shares
    Change vs previous 13F -2,382 shares

    0.04% of the 13F portfolio, value $277,700.

    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 21,707 shares
    Change vs previous 13F -3,555 shares

    0.09% of the 13F portfolio, value $379,004.

    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 25,262 shares
    Change vs previous 13F -7,066 shares

    0.09% of the 13F portfolio, value $404,445.

    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 32,328 shares
    Change vs previous 13F +5,915 shares

    0.09% of the 13F portfolio, value $443,544.

    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 26,413 shares
    Change vs previous 13F +10,122 shares

    0.07% of the 13F portfolio, value $270,469.

    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 16,291 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $168,775.

    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).