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Disclosery

Gibbs Wealth Management: SPSM position timeline

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

Gibbs Wealth Management held 269,984 SPSM 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 269,984 shares
    Change vs previous 13F +153,728 shares

    1.72% of the 13F portfolio, value $13,045,621.

    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 116,256 shares
    Change vs previous 13F -4,711 shares

    1.39% of the 13F portfolio, value $5,726,786.

    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 120,967 shares
    Change vs previous 13F -20,687 shares

    1.27% of the 13F portfolio, value $5,603,177.

    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 141,654 shares
    Change vs previous 13F +37,538 shares

    1.16% of the 13F portfolio, value $6,034,618.

    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 104,116 shares
    Change vs previous 13F +14,237 shares

    1.02% of the 13F portfolio, value $4,243,758.

    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 89,879 shares
    Change vs previous 13F +39,755 shares

    1.1% of the 13F portfolio, value $4,037,380.

    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 50,124 shares
    Change vs previous 13F +16,131 shares

    0.74% of the 13F portfolio, value $2,281,162.

    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 33,993 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,411,740.

    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).