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Disclosery

Gibbs Wealth Management: WMT position timeline

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

Gibbs Wealth Management held 13,181 WMT 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 13,181 shares
    Change vs previous 13F +4,705 shares

    0.22% of the 13F portfolio, value $1,638,200.

    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 8,476 shares
    Change vs previous 13F -409 shares

    0.23% of the 13F portfolio, value $970,789.

    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 8,885 shares
    Change vs previous 13F -896 shares

    0.21% of the 13F portfolio, value $915,706.

    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 9,781 shares
    Change vs previous 13F -477 shares

    0.18% of the 13F portfolio, value $956,386.

    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 10,258 shares
    Change vs previous 13F -1,127 shares

    0.22% of the 13F portfolio, value $900,521.

    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 11,385 shares
    Change vs previous 13F +1,504 shares

    0.28% of the 13F portfolio, value $1,028,591.

    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 9,881 shares
    Change vs previous 13F +954 shares

    0.26% of the 13F portfolio, value $797,927.

    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 8,927 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $604,473.

    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).