Position in FDS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$546,163
+$13,006 QoQ
Shares Held
2,517
+35.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Gibbs Wealth Management holds $3,845,309 across 5 Financial Data & Stock Exchanges names. FDS ranks #4 (14.2% of the industry book) .
All Filings in FDS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $546,163 | 2,517 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $533,157 | 1,861 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $996,539 | 2,228 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $842,447 | 1,853 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $713,696 | 1,486 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $545,382 | 1,186 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $309,876 | 759 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $208,110 | 458 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||