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Gerber Kawasaki Wealth & Investment Management: XLK position timeline

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

Gerber Kawasaki Wealth & Investment Management held 658,332 XLK 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 658,332 shares
    Change vs previous 13F -36,759 shares

    3.35% of the 13F portfolio, value $125,425,068.

    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 695,091 shares
    Change vs previous 13F +22,794 shares

    2.94% of the 13F portfolio, value $92,430,433.

    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 672,297 shares
    Change vs previous 13F +342,865 shares

    3.38% of the 13F portfolio, value $96,790,303.

    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 329,432 shares
    Change vs previous 13F -20,610 shares

    3.19% of the 13F portfolio, value $92,852,942.

    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 350,042 shares
    Change vs previous 13F +23,430 shares

    3.43% of the 13F portfolio, value $88,640,767.

    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 326,612 shares
    Change vs previous 13F +11,211 shares

    3.03% of the 13F portfolio, value $67,438,621.

    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 315,401 shares
    Change vs previous 13F +7,124 shares

    3.19% of the 13F portfolio, value $73,336,536.

    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 308,277 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $69,596,186.

    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).