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Disclosery

Gibbs Wealth Management: SPY position timeline

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

Gibbs Wealth Management held 2,575 SPY 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 2,575 shares
    Change vs previous 13F +432 shares

    0.22% of the 13F portfolio, value $1,674,304.

    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 2,143 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,487,642.

    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 2,143 shares
    Change vs previous 13F -384 shares

    0.32% of the 13F portfolio, value $1,427,774.

    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 2,527 shares
    Change vs previous 13F +356 shares

    0.3% of the 13F portfolio, value $1,561,224.

    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 2,171 shares
    Change vs previous 13F -1,529 shares

    0.29% of the 13F portfolio, value $1,214,637.

    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 3,700 shares
    Change vs previous 13F +1,675 shares

    0.59% of the 13F portfolio, value $2,168,261.

    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 2,025 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,161,864.

    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).