Skip to content
Disclosery

Gibbs Wealth Management: PHYL position timeline

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

Gibbs Wealth Management held 43,224 PHYL 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 43,224 shares
    Change vs previous 13F -2,324 shares

    0.2% of the 13F portfolio, value $1,496,847.

    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 45,548 shares
    Change vs previous 13F -3,144 shares

    0.39% of the 13F portfolio, value $1,622,648.

    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 48,692 shares
    Change vs previous 13F -7,964 shares

    0.39% of the 13F portfolio, value $1,740,739.

    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 56,656 shares
    Change vs previous 13F +7,564 shares

    0.39% of the 13F portfolio, value $2,010,724.

    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 49,092 shares
    Change vs previous 13F +814 shares

    0.41% of the 13F portfolio, value $1,709,383.

    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 48,278 shares
    Change vs previous 13F -4,775 shares

    0.46% of the 13F portfolio, value $1,677,178.

    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 53,053 shares
    Change vs previous 13F +134 shares

    0.62% of the 13F portfolio, value $1,899,441.

    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 52,919 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,825,176.

    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).