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Ascentis Wealth Management, LLC: GILD position timeline

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

Ascentis Wealth Management, LLC held 4,283 GILD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,283 shares
    Change vs previous 13F -68,276 shares

    0.08% of the 13F portfolio, value $541,086.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 703 shares
    • Ascentis Wealth Management, LLC: 3,580 shares

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

  2. period ended2026-03-31
    13F 72,559 shares
    Change vs previous 13F +69,845 shares

    0.55% of the 13F portfolio, value $10,112,627.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 69,520 shares
    • Ascentis Wealth Management, LLC: 3,039 shares

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

  3. period ended2025-12-31
    13F 2,714 shares
    Change vs previous 13F +35 shares

    0.08% of the 13F portfolio, value $333,104.

    13F-HR 0002032602-26-000001 filed by Ascentis 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 2,679 shares
    Change vs previous 13F +707 shares

    0.06% of the 13F portfolio, value $297,369.

    13F-HR 0002032602-25-000005 filed by Ascentis 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 1,972 shares
    Change vs previous 13F +640 shares

    0.05% of the 13F portfolio, value $220,325.

    13F-HR 0001979372-25-000006 filed by Ascentis 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 1,332 shares
    Change vs previous 13F -1,069 shares

    0.05% of the 13F portfolio, value $148,224.

    13F-HR 0002032602-25-000001 filed by Ascentis 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 2,401 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $221,779.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 2,401 shares

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

  8. period ended2024-09-30
    13F/A 2,346 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $196,671.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,034 shares
    • Ascentis Wealth Management, LLC: 1,312 shares

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