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Gerber Kawasaki Wealth & Investment Management: SHYG position timeline

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

Gerber Kawasaki Wealth & Investment Management held 196,542 SHYG 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 196,542 shares
    Change vs previous 13F +33,661 shares

    0.22% of the 13F portfolio, value $8,335,378.

    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 162,881 shares
    Change vs previous 13F +15,236 shares

    0.22% of the 13F portfolio, value $6,891,535.

    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 147,645 shares
    Change vs previous 13F +22,216 shares

    0.22% of the 13F portfolio, value $6,329,570.

    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 125,429 shares
    Change vs previous 13F +20,142 shares

    0.19% of the 13F portfolio, value $5,431,107.

    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 105,287 shares
    Change vs previous 13F +47,268 shares

    0.18% of the 13F portfolio, value $4,542,086.

    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 58,019 shares
    Change vs previous 13F +32,829 shares

    0.11% of the 13F portfolio, value $2,466,968.

    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 25,190 shares
    Change vs previous 13F +3,098 shares

    0.05% of the 13F portfolio, value $1,073,368.

    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 22,092 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $959,268.

    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).