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Disclosery

Gibbs Wealth Management: SPDW position timeline

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

Gibbs Wealth Management held 715,139 SPDW 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 715,139 shares
    Change vs previous 13F +399,621 shares

    4.3% of the 13F portfolio, value $32,646,104.

    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 315,518 shares
    Change vs previous 13F -12,422 shares

    3.5% of the 13F portfolio, value $14,479,121.

    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 327,940 shares
    Change vs previous 13F -64,483 shares

    3.17% of the 13F portfolio, value $14,032,562.

    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 392,423 shares
    Change vs previous 13F +78,117 shares

    3.06% of the 13F portfolio, value $15,889,296.

    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 314,306 shares
    Change vs previous 13F +35,764 shares

    2.76% of the 13F portfolio, value $11,443,868.

    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 278,542 shares
    Change vs previous 13F +73,960 shares

    2.58% of the 13F portfolio, value $9,506,626.

    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 204,582 shares
    Change vs previous 13F +63,639 shares

    2.49% of the 13F portfolio, value $7,684,087.

    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 140,943 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,944,269.

    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).