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Disclosery

Gibbs Wealth Management: SPOT position timeline

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

Gibbs Wealth Management held 1,012 SPOT 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 1,012 shares
    Change vs previous 13F +1,012 shares

    0.06% of the 13F portfolio, value $490,728.

    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 0 shares
    Change vs previous 13F -357 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 357 shares
    Change vs previous 13F -364 shares

    0.06% of the 13F portfolio, value $249,186.

    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 721 shares
    Change vs previous 13F +128 shares

    0.11% of the 13F portfolio, value $553,275.

    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 593 shares
    Change vs previous 13F +22 shares

    0.08% of the 13F portfolio, value $326,168.

    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 571 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $255,454.

    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).