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Gerber Kawasaki Wealth & Investment Management: NU position timeline

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

Gerber Kawasaki Wealth & Investment Management held 10,001 NU 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 10,001 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $133,613.

    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 10,004 shares
    Change vs previous 13F +10,004 shares

    <0.01% of the 13F portfolio, value $143,757.

    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 0 shares
    Change vs previous 13F -10,271 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 10,271 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $164,438.

    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 10,144 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $139,176.

    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).