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Gerber Kawasaki Wealth & Investment Management: IBND position timeline

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

Gerber Kawasaki Wealth & Investment Management held 73,330 IBND 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 73,330 shares
    Change vs previous 13F +7,218 shares

    0.06% of the 13F portfolio, value $2,286,441.

    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 66,112 shares
    Change vs previous 13F +7,130 shares

    0.07% of the 13F portfolio, value $2,054,770.

    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 58,982 shares
    Change vs previous 13F +15,655 shares

    0.07% of the 13F portfolio, value $1,893,947.

    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 43,327 shares
    Change vs previous 13F +24,902 shares

    0.05% of the 13F portfolio, value $1,399,038.

    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 18,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $600,472.

    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).