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Gerber Kawasaki Wealth & Investment Management: CGMU position timeline

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

Gerber Kawasaki Wealth & Investment Management held 18,111 CGMU 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 18,111 shares
    Change vs previous 13F -1,467 shares

    0.01% of the 13F portfolio, value $497,521.

    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 19,578 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $531,559.

    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 19,532 shares
    Change vs previous 13F +4,048 shares

    0.02% of the 13F portfolio, value $534,812.

    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 15,484 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $422,567.

    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 15,438 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $412,051.

    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 15,393 shares
    Change vs previous 13F -1,707 shares

    0.02% of the 13F portfolio, value $412,846.

    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 17,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $460,332.

    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).