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Philip James Wealth Mangement, LLC: GILD position timeline

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

Philip James Wealth Mangement, LLC held 12,976 GILD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,976 shares
    Change vs previous 13F -731 shares

    0.18% of the 13F portfolio, value $1,639,388.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    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 13,707 shares
    Change vs previous 13F -1,976 shares

    0.22% of the 13F portfolio, value $1,910,345.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 15,683 shares
    Change vs previous 13F -230 shares

    0.22% of the 13F portfolio, value $1,924,931.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 15,913 shares
    Change vs previous 13F -19,050 shares

    0.21% of the 13F portfolio, value $1,766,343.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 34,963 shares
    Change vs previous 13F -11,683 shares

    0.49% of the 13F portfolio, value $3,876,348.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 46,646 shares
    Change vs previous 13F -2,883 shares

    0.64% of the 13F portfolio, value $5,226,684.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 49,529 shares
    Change vs previous 13F -2,762 shares

    0.59% of the 13F portfolio, value $4,574,994.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 52,291 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,384,077.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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