Gibbs Wealth Management quarter change: USA Other Stocks, Unchanged
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Gibbs Wealth Management opened 3 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$2,872,560); the largest decrease was STRIVE INC (-$75,664).
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.
No position of this class changed this way between the two filings.
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