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Gibbs Wealth Management: SPSB position timeline

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

Gibbs Wealth Management held 240,202 SPSB 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 240,202 shares
    Change vs previous 13F +89,134 shares

    0.95% of the 13F portfolio, value $7,222,875.

    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 151,068 shares
    Change vs previous 13F -10,051 shares

    1.1% of the 13F portfolio, value $4,565,274.

    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 161,119 shares
    Change vs previous 13F -39,025 shares

    1.1% of the 13F portfolio, value $4,880,281.

    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 200,144 shares
    Change vs previous 13F +22,231 shares

    1.16% of the 13F portfolio, value $6,042,507.

    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 177,913 shares
    Change vs previous 13F +10,239 shares

    1.29% of the 13F portfolio, value $5,355,180.

    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 167,674 shares
    Change vs previous 13F +34,939 shares

    1.36% of the 13F portfolio, value $5,006,748.

    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 132,735 shares
    Change vs previous 13F +23,591 shares

    1.3% of the 13F portfolio, value $4,019,211.

    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 109,144 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,241,588.

    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).