Gibbs Wealth Management historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 8 quarters from 2024-03-31 to 2026-03-31, Gibbs Wealth Management opened 5 positions, added to 7, reduced 2 and sold out of 6.
- Q1 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 0.
- Q1 2026: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock FEMASYS INC; Country of operation United States; Class COM; Shares before 0.
- Q4 2025: Stock STRIVE INC; Country of operation United States; Class CL A COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2081110), 8 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-11-04); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-11-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
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