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Disclosery

Stone Summit Wealth LLC: GILD position timeline

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

Stone Summit Wealth LLC held 30,669 GILD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,669 shares
    Change vs previous 13F -577 shares

    0.98% of the 13F portfolio, value $3,874,721.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 31,246 shares
    Change vs previous 13F -1,311 shares

    1.21% of the 13F portfolio, value $4,354,755.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 32,557 shares
    Change vs previous 13F -206 shares

    1.08% of the 13F portfolio, value $3,996,046.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 32,763 shares
    Change vs previous 13F -160 shares

    1.03% of the 13F portfolio, value $3,636,693.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 32,923 shares
    Change vs previous 13F +575 shares

    1.13% of the 13F portfolio, value $3,650,173.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 32,348 shares
    Change vs previous 13F +1,845 shares

    1.23% of the 13F portfolio, value $3,624,593.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 30,503 shares
    Change vs previous 13F +1,798 shares

    0.95% of the 13F portfolio, value $2,817,562.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 28,705 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,406,627.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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