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Disclosery

Gibbs Wealth Management: WSO position timeline

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

Gibbs Wealth Management held 891 WSO 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 891 shares
    Change vs previous 13F +319 shares

    0.04% of the 13F portfolio, value $324,137.

    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 572 shares
    Change vs previous 13F -63 shares

    0.05% of the 13F portfolio, value $214,786.

    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 635 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $256,731.

    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 752 shares
    Change vs previous 13F +169 shares

    0.06% of the 13F portfolio, value $332,092.

    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 583 shares
    Change vs previous 13F +59 shares

    0.07% of the 13F portfolio, value $296,339.

    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 524 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $248,318.

    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 408 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $200,687.

    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).