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Gerber Kawasaki Wealth & Investment Management: XBI position timeline

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

Gerber Kawasaki Wealth & Investment Management held 8,406 XBI 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 8,406 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $1,330,328.

    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 8,482 shares
    Change vs previous 13F -892 shares

    0.03% of the 13F portfolio, value $1,083,418.

    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 9,374 shares
    Change vs previous 13F -718 shares

    0.04% of the 13F portfolio, value $1,143,032.

    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 10,092 shares
    Change vs previous 13F -2,342 shares

    0.03% of the 13F portfolio, value $1,011,281.

    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 12,434 shares
    Change vs previous 13F +995 shares

    0.04% of the 13F portfolio, value $1,031,227.

    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 11,439 shares
    Change vs previous 13F -1,480 shares

    0.04% of the 13F portfolio, value $927,774.

    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 12,919 shares
    Change vs previous 13F -645 shares

    0.05% of the 13F portfolio, value $1,163,520.

    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 13,564 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,340,193.

    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).