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Disclosery

Gibbs Wealth Management: PEP position timeline

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

Gibbs Wealth Management held 12,572 PEP 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 12,572 shares
    Change vs previous 13F +2,016 shares

    0.26% of the 13F portfolio, value $1,952,206.

    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 10,556 shares
    Change vs previous 13F -1,770 shares

    0.36% of the 13F portfolio, value $1,476,933.

    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 12,326 shares
    Change vs previous 13F +354 shares

    0.39% of the 13F portfolio, value $1,731,102.

    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 11,972 shares
    Change vs previous 13F +599 shares

    0.3% of the 13F portfolio, value $1,581,167.

    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 11,373 shares
    Change vs previous 13F +791 shares

    0.41% of the 13F portfolio, value $1,705,316.

    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 10,582 shares
    Change vs previous 13F +1,527 shares

    0.44% of the 13F portfolio, value $1,609,120.

    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 9,055 shares
    Change vs previous 13F +831 shares

    0.5% of the 13F portfolio, value $1,539,827.

    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 8,224 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,356,402.

    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).