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Integrated Wealth Concepts LLC: GILD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on GILD, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 35,492 GILD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 35,492 shares
    Change vs previous 13F -480 shares

    0.03% of the 13F portfolio, value $4,484,057.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 35,972 shares
    Change vs previous 13F +20,046 shares

    0.04% of the 13F portfolio, value $5,013,422.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    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 15,926 shares
    Change vs previous 13F -14,155 shares

    0.02% of the 13F portfolio, value $1,954,786.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    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 30,081 shares
    Change vs previous 13F -1,440 shares

    0.03% of the 13F portfolio, value $3,339,024.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    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 31,521 shares
    Change vs previous 13F +4,452 shares

    0.04% of the 13F portfolio, value $3,494,724.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    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 27,069 shares
    Change vs previous 13F +382 shares

    0.04% of the 13F portfolio, value $3,033,038.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    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 26,687 shares
    Change vs previous 13F +1,194 shares

    0.03% of the 13F portfolio, value $2,465,111.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    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 25,493 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,137,338.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).