13F Filings History of Gimbal Financial

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$166,511,759
Signature - Title
Susan E Mitchell - Compliance Officer
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Gimbal Financial. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gimbal Financial reported 55 stock holdings with total value $166,511,759 as of Q3 2025. Top holdings included IVV, ICLN, RPG, XMMO, and IYC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 55 $166,511,759 +$41,798,394 -$45,390,013 -$3,591,619 IVV, ICLN, RPG, XMMO, IYC 13F-HR 04 Nov 2025, 12:08
Q2 2025 47 $162,754,809 +$110,916,702 -$61,656,402 +$49,260,300 IVV, IGV, RPG, XMMO, FBTC 13F-HR 30 Jul 2025, 11:54
Q1 2025 40 $110,842,421 +$30,311,837 -$41,757,983 -$11,446,146 DGRO, IAU, IVV, LLY, SLV 13F-HR 23 Apr 2025, 14:14
Q4 2024 48 $122,218,020 +$12,724,077 -$41,804,763 -$29,080,686 IVV, DGRO, LLY, IAU, XMMO 13F-HR 31 Jan 2025, 18:04
Q3 2024 49 $153,817,051 +$35,045,206 -$21,685,093 +$13,360,113 DGRO, IVV, IAU, LLY, IJH 13F-HR 25 Oct 2024, 15:53
Q2 2024 43 $135,932,939 +$44,265,931 -$37,264,218 +$7,001,713 IVV, DGRO, LLY, IAU, ONEQ 13F-HR 12 Jul 2024, 14:52
Q1 2024 46 $122,170,529 +$42,048,469 -$27,972,794 +$14,075,675 IVV, DGRO, LLY, IWM, IXN 13F-HR 01 May 2024, 10:29
Q4 2023 41 $99,720,260 $0 $0 $0 IVV, IGV, IXN, IVW, LLY 13F-HR 01 Feb 2024, 15:02