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Disclosery

Gibbs Wealth Management: POOL position timeline

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

Gibbs Wealth Management held 3,084 POOL 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 3,084 shares
    Change vs previous 13F +1,131 shares

    0.08% of the 13F portfolio, value $624,062.

    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 1,953 shares
    Change vs previous 13F -879 shares

    0.12% of the 13F portfolio, value $492,760.

    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 2,832 shares
    Change vs previous 13F -655 shares

    0.2% of the 13F portfolio, value $878,166.

    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 3,487 shares
    Change vs previous 13F +607 shares

    0.2% of the 13F portfolio, value $1,016,360.

    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 2,880 shares
    Change vs previous 13F +578 shares

    0.22% of the 13F portfolio, value $916,861.

    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 2,302 shares
    Change vs previous 13F +404 shares

    0.21% of the 13F portfolio, value $784,844.

    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 1,898 shares
    Change vs previous 13F +529 shares

    0.23% of the 13F portfolio, value $715,166.

    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 1,369 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $420,735.

    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).