Gibbs Wealth Management quarter change: Foreign ADRs, Sold out
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-12-31 to 2026-03-31, Gibbs Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was ASTRAZENECA PLC (-$1,102,116); the largest decrease was ASTRAZENECA PLC (-$1,102,116).
- ASTRAZENECA PLC: Country of operation —; Class SPONSORED ADR; Shares 2025-12-31 11,644; Shares 2026-03-31 0.
Two Form 13F-HR filings compared (SEC CIK 2081110): 2025-12-31 (filed 2026-01-23) and 2026-03-31 (filed 2026-05-13). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Freedom Together Foundation | United States | $0.762B | 2 |
| Boxer Capital Management, LLC | United States | $0.762B | 54 |
| Think Investments LP | United States | $0.762B | 31 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | United States | $0.763B | 214 |
| Skylands Capital, LLC | United States | $0.763B | 155 |
| Cannon Financial Strategists, Inc. | United States | $0.761B | 109 |
| Fortis Capital Advisors, LLC | United States | $0.763B | 371 |
| Camrose Capital Investment Partners LLP | United Kingdom | $0.764B | 10 |
| Opaleye Management Inc. | United States | $0.759B | 54 |
| Sargent Investment Group, LLC | United States | $0.759B | 271 |