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Disclosery

Gibbs Wealth Management: SLYG position timeline

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

Gibbs Wealth Management held 41,743 SLYG 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 41,743 shares
    Change vs previous 13F +24,449 shares

    0.53% of the 13F portfolio, value $4,033,275.

    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 17,294 shares
    Change vs previous 13F -843 shares

    0.41% of the 13F portfolio, value $1,703,426.

    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 18,137 shares
    Change vs previous 13F -49,427 shares

    0.39% of the 13F portfolio, value $1,710,516.

    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 67,564 shares
    Change vs previous 13F +16,711 shares

    1.15% of the 13F portfolio, value $5,997,190.

    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 50,853 shares
    Change vs previous 13F +7,197 shares

    1.02% of the 13F portfolio, value $4,220,796.

    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 43,656 shares
    Change vs previous 13F +375 shares

    1.07% of the 13F portfolio, value $3,944,341.

    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 43,281 shares
    Change vs previous 13F +14,375 shares

    1.31% of the 13F portfolio, value $4,029,872.

    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 28,906 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,481,888.

    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).