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Gerber Kawasaki Wealth & Investment Management: CMF position timeline

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

Gerber Kawasaki Wealth & Investment Management held 99,938 CMF 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 99,938 shares
    Change vs previous 13F +16,432 shares

    0.15% of the 13F portfolio, value $5,760,456.

    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 83,506 shares
    Change vs previous 13F +42,392 shares

    0.15% of the 13F portfolio, value $4,748,199.

    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 41,114 shares
    Change vs previous 13F -8,828 shares

    0.08% of the 13F portfolio, value $2,362,461.

    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 49,942 shares
    Change vs previous 13F +27,251 shares

    0.1% of the 13F portfolio, value $2,848,745.

    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 22,691 shares
    Change vs previous 13F +2,528 shares

    0.05% of the 13F portfolio, value $1,264,814.

    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 20,163 shares
    Change vs previous 13F +6,135 shares

    0.05% of the 13F portfolio, value $1,134,814.

    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 14,028 shares
    Change vs previous 13F +4,113 shares

    0.03% of the 13F portfolio, value $803,543.

    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 9,915 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $576,187.

    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).