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Gerber Kawasaki Wealth & Investment Management: IBIT position timeline

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

Gerber Kawasaki Wealth & Investment Management held 70,355 IBIT 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 70,355 shares
    Change vs previous 13F -4,340 shares

    0.06% of the 13F portfolio, value $2,342,133.

    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 74,695 shares
    Change vs previous 13F -2,721 shares

    0.09% of the 13F portfolio, value $2,869,804.

    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 77,416 shares
    Change vs previous 13F +9,217 shares

    0.13% of the 13F portfolio, value $3,844,722.

    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 68,199 shares
    Change vs previous 13F +11,220 shares

    0.15% of the 13F portfolio, value $4,432,935.

    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 56,979 shares
    Change vs previous 13F +1,848 shares

    0.13% of the 13F portfolio, value $3,487,688.

    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 55,131 shares
    Change vs previous 13F +3,189 shares

    0.12% of the 13F portfolio, value $2,580,688.

    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 51,942 shares
    Change vs previous 13F +17,341 shares

    0.12% of the 13F portfolio, value $2,755,529.

    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 34,601 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,250,135.

    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).