Skip to content
Disclosery

Gibbs Wealth Management: XLI position timeline

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

Gibbs Wealth Management held 3,222 XLI 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 3,222 shares
    Change vs previous 13F +1,334 shares

    0.07% of the 13F portfolio, value $521,138.

    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 1,888 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $305,724.

    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 1,881 shares
    Change vs previous 13F -111 shares

    0.07% of the 13F portfolio, value $290,107.

    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 1,992 shares
    Change vs previous 13F +16 shares

    0.06% of the 13F portfolio, value $293,860.

    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 1,976 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $258,994.

    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).