Skip to content
Disclosery

Gibbs Wealth Management: SPTL position timeline

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

Gibbs Wealth Management held 599,839 SPTL 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 599,839 shares
    Change vs previous 13F +265,040 shares

    2.08% of the 13F portfolio, value $15,775,771.

    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 334,799 shares
    Change vs previous 13F -24,829 shares

    2.16% of the 13F portfolio, value $8,919,048.

    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 359,628 shares
    Change vs previous 13F +7,256 shares

    2.19% of the 13F portfolio, value $9,691,967.

    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 352,372 shares
    Change vs previous 13F +36,228 shares

    1.8% of the 13F portfolio, value $9,366,099.

    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 316,144 shares
    Change vs previous 13F +31,437 shares

    2.08% of the 13F portfolio, value $8,618,093.

    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 284,707 shares
    Change vs previous 13F -32,365 shares

    2.02% of the 13F portfolio, value $7,456,467.

    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 317,072 shares
    Change vs previous 13F +42,522 shares

    2.99% of the 13F portfolio, value $9,217,278.

    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 274,550 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $7,473,248.

    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).