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Gerber Kawasaki Wealth & Investment Management: SHM position timeline

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

Gerber Kawasaki Wealth & Investment Management held 507,618 SHM 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 507,618 shares
    Change vs previous 13F +45,645 shares

    0.65% of the 13F portfolio, value $24,347,892.

    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 461,973 shares
    Change vs previous 13F +44,812 shares

    0.7% of the 13F portfolio, value $22,104,892.

    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 417,161 shares
    Change vs previous 13F +5,434 shares

    0.7% of the 13F portfolio, value $20,019,558.

    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 411,727 shares
    Change vs previous 13F +14,688 shares

    0.68% of the 13F portfolio, value $19,853,466.

    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 397,039 shares
    Change vs previous 13F +9,549 shares

    0.73% of the 13F portfolio, value $18,990,363.

    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 387,490 shares
    Change vs previous 13F +35,777 shares

    0.83% of the 13F portfolio, value $18,444,526.

    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 351,713 shares
    Change vs previous 13F +27,750 shares

    0.72% of the 13F portfolio, value $16,667,683.

    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 323,963 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $15,595,601.

    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).