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Gerber Kawasaki Wealth & Investment Management: IBB position timeline

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

Gerber Kawasaki Wealth & Investment Management held 9,935 IBB 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 9,935 shares
    Change vs previous 13F -451 shares

    0.05% of the 13F portfolio, value $1,889,541.

    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 10,386 shares
    Change vs previous 13F +173 shares

    0.06% of the 13F portfolio, value $1,753,802.

    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 10,213 shares
    Change vs previous 13F -399 shares

    0.06% of the 13F portfolio, value $1,723,804.

    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 10,612 shares
    Change vs previous 13F -686 shares

    0.05% of the 13F portfolio, value $1,532,178.

    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 11,298 shares
    Change vs previous 13F -9,191 shares

    0.06% of the 13F portfolio, value $1,429,344.

    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 20,489 shares
    Change vs previous 13F -1,602 shares

    0.12% of the 13F portfolio, value $2,620,599.

    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 22,091 shares
    Change vs previous 13F -581 shares

    0.13% of the 13F portfolio, value $2,920,662.

    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 22,672 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,300,987.

    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).