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Gerber Kawasaki Wealth & Investment Management: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gerber Kawasaki Wealth & Investment Management on CGBL, newest first. How the timeline and the estimate are built.

Gerber Kawasaki Wealth & Investment Management held 149,187 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,187 shares
    Change vs previous 13F +13,529 shares

    0.15% of the 13F portfolio, value $5,663,167.

    13F-HR 0001666736-26-000007 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 135,658 shares
    Change vs previous 13F +11,987 shares

    0.15% of the 13F portfolio, value $4,667,999.

    13F-HR 0001666736-26-000005 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,671 shares
    Change vs previous 13F +17,182 shares

    0.15% of the 13F portfolio, value $4,369,318.

    13F-HR 0001666736-26-000003 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 106,489 shares
    Change vs previous 13F +15,162 shares

    0.13% of the 13F portfolio, value $3,697,309.

    13F-HR 0001666736-25-000014 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 91,327 shares
    Change vs previous 13F +17,137 shares

    0.12% of the 13F portfolio, value $3,054,009.

    13F-HR 0001666736-25-000008 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,190 shares
    Change vs previous 13F +15,103 shares

    0.1% of the 13F portfolio, value $2,298,428.

    13F-HR 0001666736-25-000006 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,087 shares
    Change vs previous 13F +26,837 shares

    0.08% of the 13F portfolio, value $1,847,669.

    13F-HR 0001666736-25-000004 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,250 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,001,382.

    13F-HR 0001666736-24-000012 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).