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Gerber Kawasaki Wealth & Investment Management: XLY position timeline

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

Gerber Kawasaki Wealth & Investment Management held 644,178 XLY 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 644,178 shares
    Change vs previous 13F +65,360 shares

    2.02% of the 13F portfolio, value $75,548,952.

    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 578,818 shares
    Change vs previous 13F +28,947 shares

    2.01% of the 13F portfolio, value $63,122,133.

    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 549,871 shares
    Change vs previous 13F +282,655 shares

    2.29% of the 13F portfolio, value $65,660,023.

    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 267,216 shares
    Change vs previous 13F +7,339 shares

    2.2% of the 13F portfolio, value $64,035,193.

    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 259,877 shares
    Change vs previous 13F +18,585 shares

    2.18% of the 13F portfolio, value $56,478,787.

    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 241,292 shares
    Change vs previous 13F -3,243 shares

    2.14% of the 13F portfolio, value $47,645,181.

    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 244,535 shares
    Change vs previous 13F +6,079 shares

    2.39% of the 13F portfolio, value $54,861,056.

    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 238,456 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $47,779,236.

    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).