Skip to content
Disclosery

Gerber Kawasaki Wealth & Investment Management: XLF position timeline

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

Gerber Kawasaki Wealth & Investment Management held 1,643,386 XLF 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 1,643,386 shares
    Change vs previous 13F +157,363 shares

    2.35% of the 13F portfolio, value $88,101,804.

    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 1,486,023 shares
    Change vs previous 13F +152,440 shares

    2.34% of the 13F portfolio, value $73,421,816.

    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 1,333,583 shares
    Change vs previous 13F +82,516 shares

    2.55% of the 13F portfolio, value $73,040,245.

    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 1,251,067 shares
    Change vs previous 13F +177,671 shares

    2.31% of the 13F portfolio, value $67,394,932.

    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 1,073,396 shares
    Change vs previous 13F +37,039 shares

    2.17% of the 13F portfolio, value $56,213,670.

    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 1,036,357 shares
    Change vs previous 13F -16,565 shares

    2.32% of the 13F portfolio, value $51,620,859.

    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 1,052,922 shares
    Change vs previous 13F +49,016 shares

    2.21% of the 13F portfolio, value $50,887,618.

    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 1,003,906 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $45,496,934.

    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).