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Disclosery

Gibbs Wealth Management: SEIC position timeline

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

Gibbs Wealth Management held 10,627 SEIC 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 10,627 shares
    Change vs previous 13F +7,837 shares

    0.11% of the 13F portfolio, value $833,947.

    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 2,790 shares
    Change vs previous 13F -174 shares

    0.06% of the 13F portfolio, value $242,103.

    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 2,964 shares
    Change vs previous 13F -455 shares

    0.06% of the 13F portfolio, value $251,510.

    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 3,419 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $307,226.

    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).