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Gerber Kawasaki Wealth & Investment Management: SPYV position timeline

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

Gerber Kawasaki Wealth & Investment Management held 2,693,155 SPYV 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 2,693,155 shares
    Change vs previous 13F +140,660 shares

    4.37% of the 13F portfolio, value $163,716,658.

    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 2,552,495 shares
    Change vs previous 13F +142,130 shares

    4.6% of the 13F portfolio, value $144,499,341.

    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 2,410,365 shares
    Change vs previous 13F +116,447 shares

    4.78% of the 13F portfolio, value $136,932,566.

    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 2,293,918 shares
    Change vs previous 13F +197,320 shares

    4.36% of the 13F portfolio, value $126,922,259.

    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 2,096,598 shares
    Change vs previous 13F +83,683 shares

    4.24% of the 13F portfolio, value $109,735,785.

    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 2,012,915 shares
    Change vs previous 13F +147,713 shares

    4.62% of the 13F portfolio, value $102,799,367.

    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 1,865,202 shares
    Change vs previous 13F +97,900 shares

    4.15% of the 13F portfolio, value $95,386,231.

    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 1,767,302 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $93,419,482.

    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).