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Gerber Kawasaki Wealth & Investment Management: SPBO position timeline

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

Gerber Kawasaki Wealth & Investment Management held 1,703,349 SPBO 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 1,703,349 shares
    Change vs previous 13F +189,938 shares

    1.32% of the 13F portfolio, value $49,465,238.

    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 1,513,411 shares
    Change vs previous 13F +1,309,658 shares

    1.4% of the 13F portfolio, value $44,018,546.

    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 203,753 shares
    Change vs previous 13F -1,060,118 shares

    0.21% of the 13F portfolio, value $5,978,118.

    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 1,263,871 shares
    Change vs previous 13F -77,032 shares

    1.29% of the 13F portfolio, value $37,448,501.

    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 1,340,903 shares
    Change vs previous 13F +14,307 shares

    1.51% of the 13F portfolio, value $39,181,180.

    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 1,326,596 shares
    Change vs previous 13F +126,502 shares

    1.73% of the 13F portfolio, value $38,511,042.

    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 1,200,094 shares
    Change vs previous 13F +81,791 shares

    1.49% of the 13F portfolio, value $34,370,687.

    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 1,118,303 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $33,582,654.

    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).