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Gibbs Wealth Management: WMB position timeline

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

Gibbs Wealth Management held 29,302 WMB 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 29,302 shares
    Change vs previous 13F +11,790 shares

    0.28% of the 13F portfolio, value $2,132,620.

    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 17,512 shares
    Change vs previous 13F +1,736 shares

    0.26% of the 13F portfolio, value $1,056,332.

    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 15,776 shares
    Change vs previous 13F -816 shares

    0.23% of the 13F portfolio, value $999,427.

    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 16,592 shares
    Change vs previous 13F +1,326 shares

    0.2% of the 13F portfolio, value $1,042,116.

    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 15,266 shares
    Change vs previous 13F +1,889 shares

    0.22% of the 13F portfolio, value $912,287.

    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 13,377 shares
    Change vs previous 13F -589 shares

    0.2% of the 13F portfolio, value $723,963.

    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 13,966 shares
    Change vs previous 13F -1,435 shares

    0.21% of the 13F portfolio, value $637,548.

    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 15,401 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $654,543.

    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).