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Disclosery

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: GILD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC on GILD, newest first. How the timeline and the estimate are built.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 54,276 GILD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,276 shares
    Change vs previous 13F +510 shares

    1.73% of the 13F portfolio, value $6,857,221.

    13F-HR 0001104659-26-084991 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 53,766 shares
    Change vs previous 13F -90 shares

    2.2% of the 13F portfolio, value $7,493,407.

    13F-HR 0001104659-26-052565 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 53,856 shares
    Change vs previous 13F -82 shares

    2.09% of the 13F portfolio, value $6,610,227.

    13F-HR 0001104659-26-014093 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 53,938 shares
    Change vs previous 13F -2,589 shares

    1.97% of the 13F portfolio, value $5,987,078.

    13F-HR 0001104659-25-110426 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 56,527 shares
    Change vs previous 13F -12 shares

    2.04% of the 13F portfolio, value $6,267,122.

    13F-HR 0001104659-25-076763 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 56,539 shares
    Change vs previous 13F -28,896 shares

    2.25% of the 13F portfolio, value $6,335,244.

    13F-HR 0001104659-25-045676 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 85,435 shares
    Change vs previous 13F +1,165 shares

    2.94% of the 13F portfolio, value $7,891,677.

    13F-HR 0001104659-25-012067 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 84,270 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $7,065,166.

    13F-HR 0001104659-24-118610 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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