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Gerber Kawasaki Wealth & Investment Management: SPYG position timeline

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

Gerber Kawasaki Wealth & Investment Management held 1,789,081 SPYG 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 1,789,081 shares
    Change vs previous 13F +67,524 shares

    5.68% of the 13F portfolio, value $212,882,415.

    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 1,721,557 shares
    Change vs previous 13F +1,585,033 shares

    5.37% of the 13F portfolio, value $168,663,256.

    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 136,524 shares
    Change vs previous 13F -1,390,781 shares

    0.51% of the 13F portfolio, value $14,567,150.

    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 1,527,305 shares
    Change vs previous 13F -51,151 shares

    5.48% of the 13F portfolio, value $159,618,179.

    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 1,578,456 shares
    Change vs previous 13F +153,471 shares

    5.82% of the 13F portfolio, value $150,458,016.

    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 1,424,985 shares
    Change vs previous 13F +41,204 shares

    5.15% of the 13F portfolio, value $114,525,727.

    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 1,383,781 shares
    Change vs previous 13F +64,514 shares

    5.29% of the 13F portfolio, value $121,633,995.

    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 1,319,267 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $109,419,619.

    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).