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Gerber Kawasaki Wealth & Investment Management: LPLA position timeline

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

Gerber Kawasaki Wealth & Investment Management held 7,769 LPLA 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 7,769 shares
    Change vs previous 13F +1,067 shares

    0.06% of the 13F portfolio, value $2,188,466.

    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 6,702 shares
    Change vs previous 13F -48 shares

    0.06% of the 13F portfolio, value $2,016,303.

    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 6,750 shares
    Change vs previous 13F -856 shares

    0.08% of the 13F portfolio, value $2,415,816.

    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 7,606 shares
    Change vs previous 13F -381 shares

    0.09% of the 13F portfolio, value $2,530,556.

    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 7,987 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $2,995,087.

    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 7,988 shares
    Change vs previous 13F +1,104 shares

    0.12% of the 13F portfolio, value $2,613,354.

    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 6,884 shares
    Change vs previous 13F -14,690 shares

    0.1% of the 13F portfolio, value $2,247,961.

    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 21,574 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,018,926.

    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).