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Gerber Kawasaki Wealth & Investment Management: CLIP position timeline

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

Gerber Kawasaki Wealth & Investment Management held 101,301 CLIP 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 101,301 shares
    Change vs previous 13F -7,469 shares

    0.27% of the 13F portfolio, value $10,164,595.

    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 108,770 shares
    Change vs previous 13F +20,687 shares

    0.35% of the 13F portfolio, value $10,875,790.

    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 88,083 shares
    Change vs previous 13F +37,462 shares

    0.31% of the 13F portfolio, value $8,818,066.

    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 50,621 shares
    Change vs previous 13F +2,216 shares

    0.17% of the 13F portfolio, value $5,083,448.

    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 48,405 shares
    Change vs previous 13F +20,074 shares

    0.19% of the 13F portfolio, value $4,860,897.

    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 28,331 shares
    Change vs previous 13F +408 shares

    0.13% of the 13F portfolio, value $2,845,638.

    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 27,923 shares
    Change vs previous 13F +4,673 shares

    0.12% of the 13F portfolio, value $2,795,103.

    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 23,250 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,336,698.

    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).