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Gerber Kawasaki Wealth & Investment Management: IYF position timeline

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

Gerber Kawasaki Wealth & Investment Management held 41,962 IYF 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 41,962 shares
    Change vs previous 13F +4,005 shares

    0.14% of the 13F portfolio, value $5,350,598.

    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 37,957 shares
    Change vs previous 13F +1,312 shares

    0.14% of the 13F portfolio, value $4,466,098.

    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 36,645 shares
    Change vs previous 13F +2,785 shares

    0.16% of the 13F portfolio, value $4,724,627.

    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 33,860 shares
    Change vs previous 13F +1,015 shares

    0.15% of the 13F portfolio, value $4,288,144.

    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 32,845 shares
    Change vs previous 13F +3,012 shares

    0.15% of the 13F portfolio, value $3,973,963.

    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 29,833 shares
    Change vs previous 13F +1,111 shares

    0.15% of the 13F portfolio, value $3,366,758.

    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 28,722 shares
    Change vs previous 13F +666 shares

    0.14% of the 13F portfolio, value $3,176,127.

    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 28,056 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,915,041.

    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).