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Gerber Kawasaki Wealth & Investment Management: URTH position timeline

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

Gerber Kawasaki Wealth & Investment Management held 106,697 URTH 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 106,697 shares
    Change vs previous 13F +3,365 shares

    0.58% of the 13F portfolio, value $21,621,151.

    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 103,332 shares
    Change vs previous 13F +50 shares

    0.59% of the 13F portfolio, value $18,602,777.

    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 103,282 shares
    Change vs previous 13F +2,289 shares

    0.67% of the 13F portfolio, value $19,186,555.

    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 100,993 shares
    Change vs previous 13F +21,236 shares

    0.63% of the 13F portfolio, value $18,336,296.

    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 79,757 shares
    Change vs previous 13F +2,578 shares

    0.52% of the 13F portfolio, value $13,509,210.

    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 77,179 shares
    Change vs previous 13F -957 shares

    0.53% of the 13F portfolio, value $11,822,173.

    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 78,136 shares
    Change vs previous 13F +805 shares

    0.53% of the 13F portfolio, value $12,150,140.

    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 77,331 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $12,134,127.

    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).