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Gerber Kawasaki Wealth & Investment Management: XLV position timeline

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

Gerber Kawasaki Wealth & Investment Management held 417,803 XLV 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 417,803 shares
    Change vs previous 13F +29,979 shares

    1.77% of the 13F portfolio, value $66,288,277.

    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 387,824 shares
    Change vs previous 13F -7,880 shares

    1.81% of the 13F portfolio, value $56,892,296.

    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 395,704 shares
    Change vs previous 13F +12,641 shares

    2.14% of the 13F portfolio, value $61,254,571.

    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 383,063 shares
    Change vs previous 13F +61,605 shares

    1.83% of the 13F portfolio, value $53,310,531.

    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 321,458 shares
    Change vs previous 13F -12,829 shares

    1.67% of the 13F portfolio, value $43,329,077.

    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 334,287 shares
    Change vs previous 13F +16,720 shares

    2.19% of the 13F portfolio, value $48,808,806.

    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 317,567 shares
    Change vs previous 13F +2,936 shares

    1.9% of the 13F portfolio, value $43,687,443.

    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 314,631 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $48,459,191.

    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).