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Gerber Kawasaki Wealth & Investment Management: IXUS position timeline

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

Gerber Kawasaki Wealth & Investment Management held 1,680,304 IXUS 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 1,680,304 shares
    Change vs previous 13F +105,012 shares

    4.28% of the 13F portfolio, value $160,367,861.

    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 1,575,292 shares
    Change vs previous 13F +88,650 shares

    4.35% of the 13F portfolio, value $136,610,508.

    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 1,486,642 shares
    Change vs previous 13F +116,284 shares

    4.39% of the 13F portfolio, value $125,829,022.

    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 1,370,358 shares
    Change vs previous 13F +241,033 shares

    3.88% of the 13F portfolio, value $113,163,918.

    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 1,129,325 shares
    Change vs previous 13F +129,309 shares

    3.37% of the 13F portfolio, value $87,307,858.

    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 1,000,016 shares
    Change vs previous 13F +171,605 shares

    3.14% of the 13F portfolio, value $69,810,911.

    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 828,411 shares
    Change vs previous 13F +58,285 shares

    2.38% of the 13F portfolio, value $54,790,872.

    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 770,126 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $55,934,125.

    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).