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Disclosery

Gibbs Wealth Management: QUAL position timeline

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

Gibbs Wealth Management held 3,490 QUAL 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 3,490 shares
    Change vs previous 13F +782 shares

    0.09% of the 13F portfolio, value $669,512.

    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 2,708 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $552,720.

    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 2,708 shares
    Change vs previous 13F -720 shares

    0.12% of the 13F portfolio, value $526,796.

    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 3,428 shares
    Change vs previous 13F -1,033 shares

    0.12% of the 13F portfolio, value $626,788.

    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 4,461 shares
    Change vs previous 13F -848 shares

    0.18% of the 13F portfolio, value $762,408.

    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 5,309 shares
    Change vs previous 13F +416 shares

    0.26% of the 13F portfolio, value $945,390.

    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 4,893 shares
    Change vs previous 13F -55 shares

    0.28% of the 13F portfolio, value $877,386.

    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 4,948 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $844,985.

    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).