Skip to content
Disclosery

Gibbs Wealth Management: STIP position timeline

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

Gibbs Wealth Management held 2,848 STIP 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 2,848 shares
    Change vs previous 13F -2,144 shares

    0.04% of the 13F portfolio, value $294,569.

    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 4,992 shares
    Change vs previous 13F -186 shares

    0.12% of the 13F portfolio, value $511,630.

    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 5,178 shares
    Change vs previous 13F +480 shares

    0.12% of the 13F portfolio, value $535,198.

    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 4,698 shares
    Change vs previous 13F -6,794 shares

    0.09% of the 13F portfolio, value $483,477.

    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 11,492 shares
    Change vs previous 13F -92 shares

    0.29% of the 13F portfolio, value $1,189,078.

    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 11,584 shares
    Change vs previous 13F +2,176 shares

    0.32% of the 13F portfolio, value $1,165,350.

    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 9,408 shares
    Change vs previous 13F -867 shares

    0.31% of the 13F portfolio, value $953,218.

    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 10,275 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,022,260.

    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).