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Disclosery

Gibbs Wealth Management: TDY position timeline

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

Gibbs Wealth Management held 1,862 TDY 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 1,862 shares
    Change vs previous 13F +189 shares

    0.15% of the 13F portfolio, value $1,126,529.

    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 1,673 shares
    Change vs previous 13F -371 shares

    0.22% of the 13F portfolio, value $918,510.

    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 2,044 shares
    Change vs previous 13F -412 shares

    0.27% of the 13F portfolio, value $1,197,866.

    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 2,456 shares
    Change vs previous 13F +326 shares

    0.24% of the 13F portfolio, value $1,258,244.

    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 2,130 shares
    Change vs previous 13F +408 shares

    0.26% of the 13F portfolio, value $1,060,122.

    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 1,722 shares
    Change vs previous 13F +106 shares

    0.22% of the 13F portfolio, value $799,232.

    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 1,616 shares
    Change vs previous 13F +224 shares

    0.23% of the 13F portfolio, value $707,259.

    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 1,392 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $540,068.

    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).