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Disclosery

Gibbs Wealth Management: SFBS position timeline

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

Gibbs Wealth Management held 4,351 SFBS 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 4,351 shares
    Change vs previous 13F -1,984 shares

    0.04% of the 13F portfolio, value $316,856.

    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 6,335 shares
    Change vs previous 13F -2,161 shares

    0.12% of the 13F portfolio, value $479,821.

    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 8,496 shares
    Change vs previous 13F -2,238 shares

    0.15% of the 13F portfolio, value $684,188.

    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 10,734 shares
    Change vs previous 13F +528 shares

    0.16% of the 13F portfolio, value $832,079.

    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 10,206 shares
    Change vs previous 13F +1,353 shares

    0.2% of the 13F portfolio, value $843,025.

    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 8,853 shares
    Change vs previous 13F +1,310 shares

    0.2% of the 13F portfolio, value $750,203.

    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 7,543 shares
    Change vs previous 13F +613 shares

    0.2% of the 13F portfolio, value $606,834.

    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 6,930 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $437,907.

    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).