Position in LII
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$441,851
+$42,705 QoQ
Shares Held
952
+15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Gibbs Wealth Management holds $1,724,735 across 3 Building Products & Equipment names. LII ranks #3 (25.6% of the industry book) .
All Filings in LII
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $441,851 | 952 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $399,146 | 822 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $504,480 | 953 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $654,640 | 1,142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $565,877 | 1,009 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $716,536 | 1,176 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $598,247 | 990 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $464,897 | 869 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $282,014 | 577 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||