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Gerber Kawasaki Wealth & Investment Management: XHB position timeline

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

Gerber Kawasaki Wealth & Investment Management held 45,866 XHB 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 45,866 shares
    Change vs previous 13F +3,386 shares

    0.14% of the 13F portfolio, value $5,300,219.

    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 42,480 shares
    Change vs previous 13F +1,969 shares

    0.13% of the 13F portfolio, value $4,193,598.

    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 40,511 shares
    Change vs previous 13F +588 shares

    0.15% of the 13F portfolio, value $4,170,946.

    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 39,923 shares
    Change vs previous 13F -6,805 shares

    0.15% of the 13F portfolio, value $4,423,418.

    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 46,728 shares
    Change vs previous 13F +1,585 shares

    0.18% of the 13F portfolio, value $4,605,964.

    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 45,143 shares
    Change vs previous 13F +4,125 shares

    0.2% of the 13F portfolio, value $4,374,405.

    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 41,018 shares
    Change vs previous 13F -320 shares

    0.19% of the 13F portfolio, value $4,286,337.

    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 41,338 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,149,029.

    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).