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Gerber Kawasaki Wealth & Investment Management: QQQJ position timeline

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

Gerber Kawasaki Wealth & Investment Management held 151,066 QQQJ 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 151,066 shares
    Change vs previous 13F -1,890 shares

    0.18% of the 13F portfolio, value $6,864,473.

    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 152,956 shares
    Change vs previous 13F -16,151 shares

    0.18% of the 13F portfolio, value $5,538,549.

    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 169,107 shares
    Change vs previous 13F -1,077 shares

    0.22% of the 13F portfolio, value $6,231,598.

    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 170,184 shares
    Change vs previous 13F +2,926 shares

    0.21% of the 13F portfolio, value $6,090,888.

    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 167,258 shares
    Change vs previous 13F +650 shares

    0.21% of the 13F portfolio, value $5,348,913.

    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 166,608 shares
    Change vs previous 13F -3,198 shares

    0.22% of the 13F portfolio, value $4,833,298.

    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 169,806 shares
    Change vs previous 13F +11,923 shares

    0.23% of the 13F portfolio, value $5,243,618.

    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 157,883 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,794,905.

    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).