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Gerber Kawasaki Wealth & Investment Management: SOXX position timeline

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

Gerber Kawasaki Wealth & Investment Management held 111,185 SOXX 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 111,185 shares
    Change vs previous 13F -22,675 shares

    1.9% of the 13F portfolio, value $71,241,431.

    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 133,860 shares
    Change vs previous 13F -11,283 shares

    1.4% of the 13F portfolio, value $44,010,816.

    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 145,143 shares
    Change vs previous 13F +3,622 shares

    1.53% of the 13F portfolio, value $43,709,053.

    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 141,521 shares
    Change vs previous 13F -14,817 shares

    1.32% of the 13F portfolio, value $38,368,785.

    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 156,338 shares
    Change vs previous 13F +117,703 shares

    1.44% of the 13F portfolio, value $37,317,355.

    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 38,635 shares
    Change vs previous 13F -5,355 shares

    0.33% of the 13F portfolio, value $7,270,001.

    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 43,990 shares
    Change vs previous 13F -86,430 shares

    0.41% of the 13F portfolio, value $9,479,422.

    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 130,420 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $30,073,110.

    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).