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Disclosery

Gibbs Wealth Management: SHOP position timeline

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

Gibbs Wealth Management held 34,606 SHOP 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 34,606 shares
    Change vs previous 13F +8,384 shares

    0.54% of the 13F portfolio, value $4,104,963.

    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 26,222 shares
    Change vs previous 13F -8,170 shares

    1.04% of the 13F portfolio, value $4,312,995.

    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 34,392 shares
    Change vs previous 13F -5,531 shares

    1.16% of the 13F portfolio, value $5,110,995.

    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 39,923 shares
    Change vs previous 13F +5,301 shares

    0.89% of the 13F portfolio, value $4,605,122.

    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 34,622 shares
    Change vs previous 13F +4,054 shares

    0.8% of the 13F portfolio, value $3,305,709.

    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 30,568 shares
    Change vs previous 13F +4,415 shares

    0.88% of the 13F portfolio, value $3,250,295.

    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 26,153 shares
    Change vs previous 13F +7,870 shares

    0.68% of the 13F portfolio, value $2,095,901.

    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 18,283 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,207,592.

    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).