Skip to content
Disclosery

Gerber Kawasaki Wealth & Investment Management: XLC position timeline

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

Gerber Kawasaki Wealth & Investment Management held 329,736 XLC 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 329,736 shares
    Change vs previous 13F +24,523 shares

    0.94% of the 13F portfolio, value $35,324,451.

    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 305,213 shares
    Change vs previous 13F +7,907 shares

    1.08% of the 13F portfolio, value $33,852,182.

    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 297,306 shares
    Change vs previous 13F +12,029 shares

    1.22% of the 13F portfolio, value $34,998,684.

    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 285,277 shares
    Change vs previous 13F -53,216 shares

    1.16% of the 13F portfolio, value $33,767,915.

    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 338,493 shares
    Change vs previous 13F +17,861 shares

    1.42% of the 13F portfolio, value $36,736,369.

    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 320,632 shares
    Change vs previous 13F -8,021 shares

    1.39% of the 13F portfolio, value $30,924,800.

    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 328,653 shares
    Change vs previous 13F +12,606 shares

    1.38% of the 13F portfolio, value $31,816,812.

    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 316,047 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $28,570,490.

    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).