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Total Wealth Planning & Management, Inc.: GILD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on GILD, newest first. How the timeline and the estimate are built.

Total Wealth Planning & Management, Inc. held 10,348 GILD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,348 shares
    Change vs previous 13F -196 shares

    0.95% of the 13F portfolio, value $1,307,366.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 10,544 shares
    Change vs previous 13F +5,840 shares

    1.17% of the 13F portfolio, value $1,469,517.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 4,704 shares
    Change vs previous 13F -80 shares

    0.46% of the 13F portfolio, value $577,369.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,784 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $530,402.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,784 shares
    Change vs previous 13F -590 shares

    0.55% of the 13F portfolio, value $536,047.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,374 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $496,396.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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