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Gerber Kawasaki Wealth & Investment Management: XLP position timeline

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

Gerber Kawasaki Wealth & Investment Management held 489,162 XLP 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 489,162 shares
    Change vs previous 13F +41,996 shares

    1.08% of the 13F portfolio, value $40,634,622.

    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 447,166 shares
    Change vs previous 13F +43,114 shares

    1.17% of the 13F portfolio, value $36,692,515.

    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 404,052 shares
    Change vs previous 13F +30,905 shares

    1.1% of the 13F portfolio, value $31,386,672.

    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 373,147 shares
    Change vs previous 13F +58,113 shares

    1% of the 13F portfolio, value $29,243,482.

    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 315,034 shares
    Change vs previous 13F +8,054 shares

    0.99% of the 13F portfolio, value $25,508,169.

    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 306,980 shares
    Change vs previous 13F +24,493 shares

    1.13% of the 13F portfolio, value $25,070,927.

    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 282,487 shares
    Change vs previous 13F +18,346 shares

    0.97% of the 13F portfolio, value $22,206,204.

    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 264,141 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $21,923,589.

    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).