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Gibbs Wealth Management: SPYV position timeline

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

Gibbs Wealth Management held 434,660 SPYV 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 434,660 shares
    Change vs previous 13F +245,756 shares

    3.24% of the 13F portfolio, value $24,593,096.

    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 188,904 shares
    Change vs previous 13F -7,479 shares

    2.66% of the 13F portfolio, value $10,997,998.

    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 196,383 shares
    Change vs previous 13F -27,458 shares

    2.46% of the 13F portfolio, value $10,865,865.

    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 223,841 shares
    Change vs previous 13F +52,044 shares

    2.26% of the 13F portfolio, value $11,715,935.

    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 171,797 shares
    Change vs previous 13F +22,716 shares

    2.11% of the 13F portfolio, value $8,773,653.

    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 149,081 shares
    Change vs previous 13F +13,406 shares

    2.07% of the 13F portfolio, value $7,623,994.

    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 135,675 shares
    Change vs previous 13F +40,044 shares

    2.32% of the 13F portfolio, value $7,171,804.

    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 95,631 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $4,661,043.

    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).