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Gerber Kawasaki Wealth & Investment Management: CGDV position timeline

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

Gerber Kawasaki Wealth & Investment Management held 907,151 CGDV 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 907,151 shares
    Change vs previous 13F +49,043 shares

    1.19% of the 13F portfolio, value $44,704,421.

    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 858,108 shares
    Change vs previous 13F +288 shares

    1.16% of the 13F portfolio, value $36,504,908.

    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 857,820 shares
    Change vs previous 13F +8,790 shares

    1.31% of the 13F portfolio, value $37,435,254.

    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 849,030 shares
    Change vs previous 13F -12,640 shares

    1.22% of the 13F portfolio, value $35,684,722.

    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 861,670 shares
    Change vs previous 13F +28,466 shares

    1.32% of the 13F portfolio, value $34,027,304.

    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 833,204 shares
    Change vs previous 13F +5,213 shares

    1.33% of the 13F portfolio, value $29,695,349.

    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 827,991 shares
    Change vs previous 13F +50,733 shares

    1.27% of the 13F portfolio, value $29,194,925.

    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 777,258 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $28,323,245.

    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).