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WealthPlan Investment Management, LLC: GILD position timeline

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

WealthPlan Investment Management, LLC held 19,801 GILD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,801 shares
    Change vs previous 13F +1,059 shares

    0.14% of the 13F portfolio, value $2,951,345.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,742 shares
    Change vs previous 13F -950 shares

    0.12% of the 13F portfolio, value $2,367,805.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 ended2026-03-31
    13F 19,692 shares
    Change vs previous 13F +6,198 shares

    0.15% of the 13F portfolio, value $2,744,433.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 ended2025-12-31
    13F 13,494 shares
    Change vs previous 13F +10,256 shares

    0.11% of the 13F portfolio, value $1,656,287.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 ended2025-09-30
    13F 3,238 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $359,409.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 ended2025-06-30
    13F 3,106 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $344,362.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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