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Gibbs Wealth Management: NWG position timeline

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

Gibbs Wealth Management held 16,257 NWG 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 16,257 shares
    Change vs previous 13F +5,093 shares

    0.03% of the 13F portfolio, value $242,229.

    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 11,164 shares
    Change vs previous 13F -606 shares

    0.05% of the 13F portfolio, value $192,691.

    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 11,770 shares
    Change vs previous 13F -3,203 shares

    0.04% of the 13F portfolio, value $166,546.

    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 14,973 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $211,869.

    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).