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Disclosery

Gibbs Wealth Management: PM position timeline

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

Gibbs Wealth Management held 18,341 PM 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 18,341 shares
    Change vs previous 13F +9,625 shares

    0.4% of the 13F portfolio, value $3,032,417.

    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 8,716 shares
    Change vs previous 13F -128 shares

    0.34% of the 13F portfolio, value $1,417,309.

    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 8,844 shares
    Change vs previous 13F -3,575 shares

    0.32% of the 13F portfolio, value $1,434,544.

    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 12,419 shares
    Change vs previous 13F +828 shares

    0.44% of the 13F portfolio, value $2,262,002.

    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 11,591 shares
    Change vs previous 13F +1,329 shares

    0.44% of the 13F portfolio, value $1,839,835.

    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 10,262 shares
    Change vs previous 13F +1,841 shares

    0.34% of the 13F portfolio, value $1,235,034.

    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 8,421 shares
    Change vs previous 13F -86 shares

    0.33% of the 13F portfolio, value $1,022,309.

    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 8,507 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $862,014.

    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).