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Gerber Kawasaki Wealth & Investment Management: SPTI position timeline

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

Gerber Kawasaki Wealth & Investment Management held 17,195 SPTI 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 17,195 shares
    Change vs previous 13F -10,231 shares

    0.01% of the 13F portfolio, value $488,167.

    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 27,426 shares
    Change vs previous 13F -53,573 shares

    0.03% of the 13F portfolio, value $786,031.

    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 80,999 shares
    Change vs previous 13F -1,501 shares

    0.08% of the 13F portfolio, value $2,336,028.

    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 82,500 shares
    Change vs previous 13F +8,326 shares

    0.08% of the 13F portfolio, value $2,384,267.

    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 74,174 shares
    Change vs previous 13F -808 shares

    0.08% of the 13F portfolio, value $2,134,006.

    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 74,982 shares
    Change vs previous 13F +1,224 shares

    0.1% of the 13F portfolio, value $2,143,015.

    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 73,758 shares
    Change vs previous 13F -2,176 shares

    0.09% of the 13F portfolio, value $2,056,390.

    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 75,934 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,206,671.

    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).