EP Wealth Advisors, LLC: GILD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on GILD, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 113,192 GILD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 113,192 sharesChange vs previous 13F +86,222 shares
0.05% of the 13F portfolio, value $14,300,726.
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,970 sharesChange vs previous 13F -1,321 shares
0.02% of the 13F portfolio, value $3,758,767.
13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,291 sharesChange vs previous 13F -965 shares
0.02% of the 13F portfolio, value $3,472,406.
13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,256 sharesChange vs previous 13F +1,672 shares
0.02% of the 13F portfolio, value $3,243,636.
13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,584 sharesChange vs previous 13F -1,720 shares
0.02% of the 13F portfolio, value $3,090,826.
13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,304 sharesChange vs previous 13F -24,647 shares
0.02% of the 13F portfolio, value $2,706,824.
13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 53,951 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $4,523,183.
13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).