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Disclosery

Gibbs Wealth Management: WMS position timeline

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

Gibbs Wealth Management held 4,818 WMS 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 4,818 shares
    Change vs previous 13F +561 shares

    0.09% of the 13F portfolio, value $660,695.

    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 4,257 shares
    Change vs previous 13F -826 shares

    0.16% of the 13F portfolio, value $675,969.

    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 5,083 shares
    Change vs previous 13F -1,120 shares

    0.16% of the 13F portfolio, value $705,012.

    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 6,203 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $712,452.

    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).