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Gerber Kawasaki Wealth & Investment Management: CWI position timeline

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

Gerber Kawasaki Wealth & Investment Management held 445,173 CWI 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 445,173 shares
    Change vs previous 13F -2,557 shares

    0.48% of the 13F portfolio, value $18,105,187.

    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 447,730 shares
    Change vs previous 13F +15,293 shares

    0.52% of the 13F portfolio, value $16,382,448.

    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 432,437 shares
    Change vs previous 13F +20,193 shares

    0.54% of the 13F portfolio, value $15,533,170.

    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 412,244 shares
    Change vs previous 13F +25,571 shares

    0.49% of the 13F portfolio, value $14,395,584.

    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 386,673 shares
    Change vs previous 13F +113,289 shares

    0.49% of the 13F portfolio, value $12,628,733.

    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 273,384 shares
    Change vs previous 13F -10,718 shares

    0.36% of the 13F portfolio, value $8,086,692.

    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 284,102 shares
    Change vs previous 13F -14,585 shares

    0.35% of the 13F portfolio, value $7,937,821.

    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 298,687 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,092,060.

    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).