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Disclosery

Gibbs Wealth Management: RMBS position timeline

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

Gibbs Wealth Management held 18,234 RMBS 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 18,234 shares
    Change vs previous 13F +7,121 shares

    0.21% of the 13F portfolio, value $1,568,671.

    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 11,113 shares
    Change vs previous 13F -551 shares

    0.25% of the 13F portfolio, value $1,037,732.

    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 11,664 shares
    Change vs previous 13F -2,261 shares

    0.27% of the 13F portfolio, value $1,215,389.

    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 13,925 shares
    Change vs previous 13F +2,364 shares

    0.17% of the 13F portfolio, value $891,482.

    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 11,561 shares
    Change vs previous 13F +4,711 shares

    0.14% of the 13F portfolio, value $598,572.

    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 6,850 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $362,091.

    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).