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Disclosery

Gibbs Wealth Management: XHLF position timeline

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

Gibbs Wealth Management held 9,358 XHLF 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 9,358 shares
    Change vs previous 13F +478 shares

    0.06% of the 13F portfolio, value $470,989.

    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 8,880 shares
    Change vs previous 13F -2,549 shares

    0.11% of the 13F portfolio, value $446,575.

    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 11,429 shares
    Change vs previous 13F +2,815 shares

    0.13% of the 13F portfolio, value $576,250.

    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 8,614 shares
    Change vs previous 13F -199 shares

    0.08% of the 13F portfolio, value $433,630.

    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 8,813 shares
    Change vs previous 13F +523 shares

    0.11% of the 13F portfolio, value $443,779.

    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 8,290 shares
    Change vs previous 13F -3,481 shares

    0.11% of the 13F portfolio, value $415,992.

    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 11,771 shares
    Change vs previous 13F -6,465 shares

    0.19% of the 13F portfolio, value $593,729.

    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 18,236 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $916,906.

    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).