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Disclosery

Gibbs Wealth Management: WFC position timeline

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

Gibbs Wealth Management held 31,592 WFC 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 31,592 shares
    Change vs previous 13F +13,514 shares

    0.33% of the 13F portfolio, value $2,515,009.

    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 18,078 shares
    Change vs previous 13F -1,523 shares

    0.42% of the 13F portfolio, value $1,734,615.

    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 19,601 shares
    Change vs previous 13F -2,018 shares

    0.37% of the 13F portfolio, value $1,642,925.

    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 21,619 shares
    Change vs previous 13F +3,856 shares

    0.33% of the 13F portfolio, value $1,732,104.

    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 17,763 shares
    Change vs previous 13F +615 shares

    0.31% of the 13F portfolio, value $1,275,218.

    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 17,148 shares
    Change vs previous 13F -407 shares

    0.33% of the 13F portfolio, value $1,204,441.

    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 17,555 shares
    Change vs previous 13F +1,899 shares

    0.32% of the 13F portfolio, value $991,697.

    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 15,656 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $929,825.

    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).