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Gerber Kawasaki Wealth & Investment Management: LGLV position timeline

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

Gerber Kawasaki Wealth & Investment Management held 344,896 LGLV 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 344,896 shares
    Change vs previous 13F +35,858 shares

    1.67% of the 13F portfolio, value $62,584,586.

    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 309,038 shares
    Change vs previous 13F -6,590 shares

    1.75% of the 13F portfolio, value $55,090,653.

    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 315,628 shares
    Change vs previous 13F +17,784 shares

    1.93% of the 13F portfolio, value $55,414,555.

    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 297,844 shares
    Change vs previous 13F +38,305 shares

    1.82% of the 13F portfolio, value $53,063,874.

    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 259,539 shares
    Change vs previous 13F -1,575 shares

    1.75% of the 13F portfolio, value $45,317,873.

    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 261,114 shares
    Change vs previous 13F +10,170 shares

    2.04% of the 13F portfolio, value $45,443,868.

    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 250,944 shares
    Change vs previous 13F +12,192 shares

    1.8% of the 13F portfolio, value $41,458,197.

    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 238,752 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $40,403,926.

    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).