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Gerber Kawasaki Wealth & Investment Management: USHY position timeline

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

Gerber Kawasaki Wealth & Investment Management held 1,377,743 USHY 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 1,377,743 shares
    Change vs previous 13F +210,603 shares

    1.36% of the 13F portfolio, value $51,004,024.

    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 1,167,140 shares
    Change vs previous 13F +966,554 shares

    1.37% of the 13F portfolio, value $43,081,885.

    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 200,586 shares
    Change vs previous 13F +36,576 shares

    0.26% of the 13F portfolio, value $7,500,930.

    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 164,010 shares
    Change vs previous 13F +43,577 shares

    0.21% of the 13F portfolio, value $6,196,314.

    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 120,433 shares
    Change vs previous 13F +12,799 shares

    0.17% of the 13F portfolio, value $4,517,448.

    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 107,634 shares
    Change vs previous 13F +27,329 shares

    0.18% of the 13F portfolio, value $3,962,038.

    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 80,305 shares
    Change vs previous 13F +26,739 shares

    0.13% of the 13F portfolio, value $2,954,442.

    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 53,566 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,016,775.

    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).