Align Technology, Inc.
MX ˙ BMV ˙ US0162551016
SecurityMX:ALGN / Align Technology, Inc.
InstitutionGibbs Wealth Management
Latest Disclosed Ownership3,126 shares
Latest Disclosed Value $ 535,891
Gibbs Wealth Management reports 24.34% increase in ownership of ALGN / Align Technology, Inc.

On May 13, 2026 - Gibbs Wealth Management filed a 13F-HR form disclosing ownership of 3,126 shares of Align Technology, Inc. (MX:ALGN) valued at $535,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,514 shares of Align Technology, Inc.. This represents a change in shares of 24.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ALIGN TECHNOLOGY COM 016255101 3,126 612 24.34 536 23.27 0.0703
2026-01-23 2025-12-31 13F ALIGN TECHNOLOGY COM 016255101 2,514 -386 -13.31 434 19.56 0.1026
2025-10-30 2025-09-30 13F ALIGN TECHNOLOGY COM 016255101 2,900 -607 -17.31 363 -45.33 0.0821
2025-08-13 2025-06-30 13F ALIGN TECHNOLOGY COM 016255101 3,507 1,302 59.05 664 89.71 0.1279
2025-11-04 2025-03-31 13F ALIGN TECHNOLOGY COM 016255101 2,205 521 30.94 350 -0.28 0.0844
2025-11-04 2024-12-31 13F ALIGN TECHNOLOGY COM 016255101 1,684 266 18.76 351 -2.50 0.0953
2025-11-04 2024-09-30 13F ALIGN TECHNOLOGY COM 016255101 1,418 1,418 361 0.1169
2025-11-04 2024-06-30 13F ALIGN TECHNOLOGY COM 016255101 0 -713 -100.00 0 -100.00
2025-11-04 2024-03-31 13F ALIGN TECHNOLOGY COM 016255101 713 713 234 0.1344
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.