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Disclosery

Gibbs Wealth Management: SPEM position timeline

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

Gibbs Wealth Management held 247,499 SPEM 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 247,499 shares
    Change vs previous 13F +135,460 shares

    1.53% of the 13F portfolio, value $11,610,138.

    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 112,039 shares
    Change vs previous 13F -2,508 shares

    1.31% of the 13F portfolio, value $5,401,377.

    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 114,547 shares
    Change vs previous 13F -34,235 shares

    1.21% of the 13F portfolio, value $5,361,949.

    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 148,782 shares
    Change vs previous 13F +42,983 shares

    1.22% of the 13F portfolio, value $6,359,235.

    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 105,799 shares
    Change vs previous 13F +13,527 shares

    1% of the 13F portfolio, value $4,165,319.

    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 92,272 shares
    Change vs previous 13F +18,480 shares

    0.96% of the 13F portfolio, value $3,540,489.

    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 73,792 shares
    Change vs previous 13F +22,762 shares

    0.99% of the 13F portfolio, value $3,046,116.

    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 51,030 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,922,284.

    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).