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Gerber Kawasaki Wealth & Investment Management: CGUS position timeline

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

Gerber Kawasaki Wealth & Investment Management held 194,825 CGUS 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 194,825 shares
    Change vs previous 13F +675 shares

    0.23% of the 13F portfolio, value $8,665,829.

    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 194,150 shares
    Change vs previous 13F +2,255 shares

    0.24% of the 13F portfolio, value $7,459,274.

    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 191,895 shares
    Change vs previous 13F +4,192 shares

    0.27% of the 13F portfolio, value $7,719,960.

    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 187,703 shares
    Change vs previous 13F +6,894 shares

    0.25% of the 13F portfolio, value $7,421,788.

    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 180,809 shares
    Change vs previous 13F +9,130 shares

    0.26% of the 13F portfolio, value $6,677,277.

    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 171,679 shares
    Change vs previous 13F +1,817 shares

    0.26% of the 13F portfolio, value $5,734,079.

    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 169,862 shares
    Change vs previous 13F +3,108 shares

    0.26% of the 13F portfolio, value $5,940,102.

    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 166,754 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,716,357.

    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).