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Gerber Kawasaki Wealth & Investment Management: WMT position timeline

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

Gerber Kawasaki Wealth & Investment Management held 41,213 WMT 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 41,213 shares
    Change vs previous 13F -2,307 shares

    0.12% of the 13F portfolio, value $4,667,840.

    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 43,520 shares
    Change vs previous 13F -1,361 shares

    0.17% of the 13F portfolio, value $5,408,712.

    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 44,881 shares
    Change vs previous 13F +2,543 shares

    0.17% of the 13F portfolio, value $5,004,379.

    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 42,338 shares
    Change vs previous 13F +853 shares

    0.15% of the 13F portfolio, value $4,363,365.

    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 41,485 shares
    Change vs previous 13F +3,272 shares

    0.16% of the 13F portfolio, value $4,056,490.

    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 38,213 shares
    Change vs previous 13F +9,831 shares

    0.15% of the 13F portfolio, value $3,354,725.

    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 28,382 shares
    Change vs previous 13F +18,341 shares

    0.11% of the 13F portfolio, value $2,564,348.

    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 10,041 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $810,819.

    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).